11/19/2018
Broadridge Head of Strategy Outlines Innovation by Acquisition Approach
Innovation by acquisition is a clear strategy invoked by Broadridge, and one that our Mike Tae believes plays naturally with market trends.
Comment, Analysis & Research
11/19/2018
CEO Action for Diversity & Inclusion Unveils Three Key Actions
These actions support the coalition's foundational commitments to broaden awareness of unconscious bias and encourage difficult conversations about diversity and inclusion in the workplace.
11/19/2018
Citi tops M&A league table for financial advisers in Q3 – exclusive ranking
With 65 deals worth $153.3bn, and 79 deals valued at $152.9bn, Morgan Stanley and JP Morgan secured fourth and fifth positions, respectively.
11/19/2018
Warren Buffett Is Betting $86 Billion on This Industry
A single industry now makes up more than 40% of Berkshire Hathaway’s stock portfolio.
11/19/2018
KPMG: Cryptocurrencies like Bitcoin are Not Store of Value [Yet]
At the same time, a coherent approach at defining comprehensive legal parameters for crypto space could allow big businesses to enter significant capital into its market.
11/16/2018
Banks underperform in five out of five categories that matter most to customers
Bain & Company’s ninth annual study on retail banking finds traditional banks continue to lag behind technology firms and direct banks in providing simple, digital customer experiences
11/15/2018
Four in 10 U.S. Workers Say Living Past 85 would be a Financial ‘Hardship,’ Wells Fargo Survey Finds
People with a “planning mindset” typically have more savings, less stress, and are more likely to say they’re “thriving” in life
11/15/2018
Why The Super-Rich Regularly Stress Test Their Wealth Plans, And You Should Too
The complication was that some of his business dealings were being scrutinized and he wanted to make absolutely sure his tax planning would not cause him any problems.
11/15/2018
Does Your Client Want to Save Money on His Life Insurance?
Remember that cost and price are very different things.
11/14/2018
Fed Reserve governor Brainard on what we are learning about AI in financial services
Through our Fintech working group, we are working across the Federal Reserve System to take a deliberate approach to understanding the potential implications of AI for financial services, particularly as they relate to our responsibilities.
11/14/2018
Hedge funds down 3.07 per cent in October
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.64% in November.
11/13/2018
The Millenni-factors: Wealthy Millennials have the will to change the world
The survey also indicates that other generations of high-net-worth individuals, including Boomers and Gen Xers, are less likely to report the same feelings.
11/12/2018
Why Family Offices Need To Prioritize Cyber-Security
Considering that almost 50% of Ultra High Net Worth family wealth is being managed through Family Offices, it is critical that adequate measures are put in place to defend these firms from the growing threat of increasingly sophisticated cyber-attacks.
11/12/2018
'Democracy' in the banking sector
Cloud has been, in her words, "a breath of fresh air" for financial institutions trying to reinvent themselves in the wake of the global financial crisis, as they grapple with a fall in money-making transaction fees.
11/12/2018
FAs Are Making Critical Mistakes in IRAs, Expert Warns
The Trump tax changes increased the standard deduction investors can receive from charitable giving
11/09/2018
The Five Most Important Wealth Management Lessons From The Super-Rich
The following are often considered the five most important lessons you need to know to get the most benefit from wealth management.
11/09/2018
“Protecting the Privacy of the World’s Wealthiest Families”
Citi Private Bank Issues New White Paper
11/09/2018
Colony Capital founder says firm will focus on asset management
US-based Colony was this year pipped to take over Abraaj Goup's funds management unit
11/08/2018
The Stunning Power and Legal Risks of "Wealth Management"
Such was my experience at the Financial Engineering Institute’s Fall Family Wealth Conference in Orlando a few weeks ago and, hence, the need for this write-up on the Conference.
11/08/2018
Wells Fargo May Sell Off This Key Business Area
The retirement plan services unit offers custody, record-keeping, trust and other services to corporations, according to the news service. A Wells Fargo representative declined comment to Bloomberg.