11/05/2018
The biggest challenge for RIAs and how to fix it
By 2020, fee-based assets are projected to represent more than 60% of the industry assets — roughly $20 trillion.
Comment, Analysis & Research
11/05/2018
RESEARCH: Corporate Payments Firmly Planted In Both Physical And Digital Worlds
More than half (54%) of respondents believe payment reliability needs the most improvement when thinking about the future of payments.
11/05/2018
Chubb Charity Challenge Raises More than $900,000 This Year
This year, a total of 359 teams participated in the Chubb Charity Challenge
11/02/2018
The Future of Fund Management? It’s Vinyl
When the compact disc was introduced, it commoditized the quality of recordings — but vinyl still lived on to everyone’s surprise, and it lived on in a very boutique kind of way.
11/02/2018
Big data needs a big re-think: consumers are more anxious, but businesses can restore trust with greater transparency
Global KPMG study of 25,000 consumers reveals that we are embracing new technology, but are concerned with the types of data held by businesses.
11/02/2018
OppenheimerFunds and Greenwich Associates Launch New Research on the Future of Global Equities
Examines the Role of Global Equities in Institutional Portfolios and Finds Strong Long-Term Outlook
11/01/2018
From dollars to digital: Canadian parents worry kids can spend money too easily
A new survey from TD reveals that nearly seven in 10 (68 per cent) parents say their children are more or just as comfortable using digital payments as handling cash
11/01/2018
Analysis Reveals Need to Be Wary of Cyclical Risks and Prepare for Next Downturn - RESEARCH
The research shows that while long-term optimism remains, today's mature economic environment demands that investors evaluate how turning points in the cycle might lead to unexpected outcomes, even in diversified portfolios.
11/01/2018
Fund Management’s $1 Trillion Club Is Eating Its Peers
The largest asset managers are increasing their market share, putting the squeeze on smaller rivals.
11/01/2018
The 10 best Wall Street investment banking internships of 2019
To help you navigate through the internship hunt, Vault.com surveyed more than 12,000 current and former interns and provided a compilation of the best internships for 2018.
10/31/2018
Special Report: Where Smart Beta Works Best for High Net Worth Clients
Smart beta strategies can be applied in a wide variety of ways depending on an advisor’s goal
10/31/2018
How to Keep Goldman Sachs From Stealing Your Clients
Three entrepreneurs in the RIA space told advisors at Schwab’s IMPACT conference what they see as the one common denominator shared by successful RIA firms, large and small alike.
10/31/2018
University of California’s Pensions, Endowments Drive Asset Outperformance
An 8.1% total return sees the institution’s asset growth beat most benchmarks.
10/31/2018
Sustainable investing assets reach $12 trillion
Sustainable investing assets reach $12 trillion as reported by the US SIF Foundation’s
10/29/2018
9 things bankers fear this Halloween season
There's clearly more than one bogeyman haunting the industry.
10/26/2018
Lazard Would Consider Bids for Asset Manager at Right Price
Lazard is the No. 8 adviser on mergers and acquisitions globally this year, according to data compiled by Bloomberg.
10/26/2018
Global billionaire wealth soars 19% to record £6.8 trillion
Now in its fifth edition, the report draws on UBS and PWC’s extensive client network and access to data, and aims to promote a deeper understanding of the billionaire population globally.
10/26/2018
How to Use Donor-Advised Funds to Make Impact Investments
There’s a vast missed opportunity to use DAFs for making impact investments in support of market-based solutions to the UN Sustainable Development Goals.
10/26/2018
From the UK to Australia to Canada, Responsible Investment weeks highlight growing demand for more sustainable investing
The demand from individual investors is becoming an ever-greater driver of this growth, with more and more clients asking their banks, pension funds, investment managers and financial advisers to align their finances with their own personal values.
10/25/2018
Majority of Investors Think All Advisors Make the Same Promises - RESEARCH
The study, conducted by The Harris Poll, mined the websites of Barron's Top 100 Independent Financial Advisors for 2017 and then surveyed over 1,000 high net worth investors to find out what investors think about the value statements of these firms.