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.
Comment, Analysis & Research
09/11/2018
Rich keep getting richer: study
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
SEI Earns HFMA Peer-Reviewed Designation for its Institutional Healthcare Solution
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
Lehman Brothers collapse: where are the key figures now?
Ten years ago this weekend the investment bank’s bankruptcy caused panic in US and UK
09/11/2018
Sustainable investment not core investment consideration for institutional investors
The study however found that sustainability was a bigger focus for larger institutional investors.
09/10/2018
Mercer slams ‘unfair’ fund fees
Consultancy calls for new framework based on calculations of realistic outperformance
09/10/2018
State Street chief takes aim at high-cost index providers
Ron O’Hanley sees Fidelity’s no-fee funds move as a warning for brand-name benchmarks
09/07/2018
Rich parents are paying millions to be able to walk their kids to school
Rich families are spending millions to live within walking distance of the best schools, according to data by Realtor.com, cited by Mansion Global.
09/07/2018
Canada Ranks 9th in 2018 Natixis Global Retirement Index
“We hope this report will serve as a framework for much-needed dialogue among policymakers, pension managers, workers and the financial industry about how to meet the needs of today’s retirees while preserving retirement security for future ge
09/07/2018
Closing the gap: Leadership perspectives on promoting women in financial services
Our research for Women in the Workplace, a collaborative initiative between LeanIn.Org and McKinsey, examines the gender-parity gap in financial services and looks at what can be done to close it.
09/07/2018
Canada a Pawn in Global Money Laundering
“More scrutiny is given to individuals registering for library cards, than to those setting up companies in Canada” says Meunier.
09/05/2018
United States top, Britain second in financial activity
It gave the United States the top overall score of 79 out of 100.
09/05/2018
Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth
For entrepreneurs, the key to maximizing personal wealth regularly requires working with highly proficient client-focused professionals.
09/05/2018
Institutional Investors Have High Hopes for Hedge Funds in 2019
Despite mediocre returns in 2018, most investors are optimistic about the next 12 months.
09/05/2018
CLOs Are a Hot Investment for Wealthy Families
Yield-hungry investors are snapping up collateralized loan obligations, but some worry there’s trouble ahead.
09/05/2018
A.I. could spur global growth as much as the steam engine did, study shows
The analysis examines how economic gains and losses are likely to be distributed among firms
09/04/2018
Why Many Entrepreneurs Are Missing Opportunities To Maximize Their Wealth
For entrepreneurs, the key to maximizing personal wealth regularly requires working with highly proficient client-focused professionals.
09/03/2018
Big name investors are dipping their feet into marijuana
Billionaire Leon Cooperman piped up on a recent earnings call for Green Thumb Industries, a Chicago-based grower and seller of medicinal cannabis that recently went public in Canada.
09/03/2018
More institutional investors putting money on ESG
While results from the foundation's 2018 survey won't be available until November, a more recent Callan LLC survey found ESG factor incorporation increased among U.S. asset owners in 2018.
09/02/2018
Signature Bank Chicago Named one of the Best Banks to Work For in the U.S.
The assessment consists of two surveys that gather detailed information about each participating bank.