09/19/2018
While increased regulation remains the top challenge, an overwhelming number of the 82 respondents also believe that proper data management can benefit their firm and 94 per cent are confident they can adapt to the changing environment.
09/19/2018
To bring portfolios back to their strategic targets after prolonged consolidation, cash must be deployed
09/18/2018
The study controlled for factors such as the size of the company and its sector.
09/18/2018
The study also includes Conning's estimates of the opportunities for insurers through an analysis of financial needs and resources for the U.S. consumer.
09/17/2018
Consumer buying preferences and life insurance in a digital age
09/16/2018
Questions raised about CEO remuneration even as profit margins rise
09/16/2018
Companies with weaker credit ratings are taking on more risk with covenant-lite loans and their investors could face a greater downside during the next downturn, according to Moody's.
09/16/2018
The latter has only recently climbed back to levels seen in 2007, before the financial crisis caused it to decline.
09/16/2018
The US, Finland and Canada are among countries where small tests of a universal basic income have been trialled, and the idea has been favoured by Australian Greens leader Richard Di Natale.
09/16/2018
Generation Investment Management, with assets of $18.5bn (£14.2bn), backs companies that “provide goods and services consistent with a low-carbon, prosperous, equitable, healthy and safe society”.
09/13/2018
Wealth managers who skimp on financial planning could be putting their practices in peril.
09/12/2018
Impact investing and what it means for financial advisers
The clients expressing the greatest interest in impact investing are millennials
09/11/2018
Wealthy US Investors Turning to Impact Investment
A growing number of high net worth investors in the US are turning to impact investment, and it’s millennials who are leading the charge, according to recent survey findings.
09/11/2018
How Hedge Funds, PE Funds And I-Bankers Can Raise Capital By Teaming Up With Multifamily Offices
Based on extensive empirical studies, a number of actions increase the probability of fund managers and investment bankers getting traction with multifamily offices.
09/11/2018
How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards
Tax matters have legal consequences that an attorney would need to know about, while financial advisors should have insight into tax payments because they can directly impact both cash flow and a business owner’s net worth.
09/11/2018
How to plan for wealth that lasts for generations
Investments and trusts often do not last to the third generation, says Castoro.
09/11/2018
The $30-million figure isn't random — that's what Wealth-X says it takes to be considered an ultra-high net worth individual.
09/11/2018
This recognition differentiates SEI in the healthcare space, as it illustrates the value that we provide as a fiduciary to our healthcare clients through both our solutions and superior client service.
09/11/2018
Ten years ago this weekend the investment bank’s bankruptcy caused panic in US and UK
09/11/2018
The study however found that sustainability was a bigger focus for larger institutional investors.