12/06/2018
Family offices embrace real estate, eye further allocations
Overall, real estate is currently the third largest asset class component of family offices’ portfolios.
Comment, Analysis & Research
12/06/2018
Over Half Of Fine Art Collectors Have Purchased A Piece Online Sight Unseen - UBS
The percentage of art collectors who have purchased art online before they’ve seen it in person has more than doubled in the past year
12/05/2018
Survey Shows 27 Percent of Finance Departments Expect to Deploy Artificial Intelligence by 2020
Despite rapidly growing interest in AI to improve financial planning and analysis (FP&A), only a few organizations are currently using it successfully
12/05/2018
R.J. O'Brien Wins 2018 FOW International Award
The FOW International Awards celebrate those who have provided exceptional service and/or innovation to their clients and the industry.
12/05/2018
Need help laundering money? What about buying your own bank?
So far the scheme seems “dirty business as usual”, right?
12/05/2018
The Reason Many Ultrarich People Aren’t Satisfied With Their Wealth
At a certain point, another million dollars doesn’t make anything newly affordable. That’s when other motivations take over.
12/04/2018
Billionaires' Club: US facing challenge from Asia
The results are in and 2017 was the best year ever for the world’s billionaires.
12/04/2018
Sallie Krawcheck, once the 'most powerful woman on Wall Street,' says men spooked by #MeToo should remember the lessons they learned in fourth grade
Men spooked about how to act in the workplace in the wake of the #MeToo movement should remember basic lessons from grade school, according to Ellevest CEO Sallie Krawcheck.
12/03/2018
Asset managers failing to optimise corporate action decisions on a global scale, says new report
Regulators are demanding increased transparency which means greater scrutiny leading to investigations and enforcement.
11/29/2018
This Demographic May Not Be As Ready To Retire As They Think They Are
To avoid thinking about the former in order to avoid thinking about the latter is an exercise in self-sabotage, and for a community that has enough hurdles, retirement planning can’t be talked about enough.
11/29/2018
Advisor tech upgrades aim at 'dangerous gap' in client experience
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.
11/29/2018
Fearless Girl who faced down Wall Street's bull moved to new spot
Statue that symbolized female empowerment moved to NYSE
11/29/2018
State Street Global Advisors' 2019 Global Market Outlook
US Shines Brightest, But Prepare to Pivot as Opportunities Shift
11/28/2018
Financial Advisors, Pay Attention to Generation X
And who will be the primary beneficiaries of that generation’s transfers? Generation X, whose members were once pegged as cynical slackers.
11/28/2018
How to Survive the Incoming Financial Crisis
Another recession is coming. Luckily, one entrepreneur is backing a portfolio of startups that just might save you.
11/28/2018
United Nations Principles for Responsible Banking
Congratulations to the UNEP FI and the CEOs of the 28 banks that are leading this initiative.
11/26/2018
The $200 trillion gold rush that reshaped private banking
China’s economic expansion produced an eruption in private wealth across Asia
11/26/2018
Financial Challenges Aside, Women Are Enthusiastic on Retirement, Say "70 is the New 50"
When it comes to their hobbies, women, more than men, look forward to pursing more emotionally fulfilling activities
11/26/2018
Brazil could look like India in next 10 yrs if reforms continue: Swiss bank
Latin America's largest economy might follow India's path, seeing an accelerated, consistent pace of growth
11/26/2018
It’s Too Easy for the Ultra-Rich to Pass Down Wealth. Here’s How to Fix That
The shift back came as billionaires like the Kochs used their immense fortunes to push for massive tax cuts, like the Bush tax cuts in the early 2000s