08/14/2018
Double or Nothing: Are Millennials Gambling with their Financial Future?
Only 1 in 10 Canadians (9 per cent) say they discussed how they will put their inheritance to use with the person they inherited from.
Comment, Analysis & Research
08/14/2018
Milliman analysis: July's corporate pension funding ratio reaches 93.4%, highest in a decade
A majority of the Milliman 100 companies have heavy fixed income concentrations
08/12/2018
Speaking truth to power by Tim Price
Informed and disciplined capital allocation – whether of unitholders’ funds, or of disparate corporate revenues – is the bedrock of our portfolios and moreover the heart of the modern free enterprise economy.
08/12/2018
Governments Around The World Must Rethink Their Structure In The Face of Disruption
Rising Citizen Expectations, Rapid Technological Change, and Increasing Complexity Are Putting Major Pressure on Government—and Making the Traditional Hierarchical Public-Sector Structure Dangerously Outdated
08/10/2018
Are You Managing Clients’ Money Like They’re Pro Athletes?
For those who aren’t making millions each year, developing a long-term budgeting strategy is still very important
08/09/2018
HSBC: Earth is running out of the resources to sustain life
A group of analysts at HSBC said in a note that cited research from the Global Footprint Network (GFN) that the world spent its entire natural resource budget for the year by August 1
08/09/2018
How Family Offices Can Navigate Lender Case Tax Ruling
The family office argued in court that it was a business serving the family members as clients rather than a passive investor.
08/08/2018
Meet the Richest Man in Brazil
Even aside from his estimated $27.5 billion net worth as a result of those decisions, Lemann has lived a rich, full, and highly unusual life.
08/08/2018
What UBS Fight With Bloomberg Over Client Data Means for FAs
The UBS and StatPro deal calls for three to five years of transitioning before StatPro takes over the UBS Delta service entirely.
08/07/2018
Voices When to show HNW clients the Roth IRA back door
Their ability to make contributions to a Roth IRA is curtailed, but not their ability to convert an existing traditional account to a Roth account
08/07/2018
Crypto or Cryptic? Impacts of a growing industry by Greg Kok
The underlying technology, blockchain, was originally developed as a technological solution to support Bitcoin.
08/07/2018
The Bad Money Habits of Millennials, Gen Z
On average, young adults expect to retire at 60 years of age, seven years earlier than full Social Security benefit eligibility for their age bracket.
08/06/2018
Bond Owners Beware, Your Unethical Investments Can Be Bad for Business
Actively promoting values of life, liberty, environmental preservation and sustainability are not only beneficial to collective humanity, but can also be financially beneficial for investors.
08/06/2018
Deval Patrick defends Bain Capital work: Never 'left my conscience at the door'
"I've never taken a job where I've left my conscience at the door, and I haven't started now," Patrick said.
08/06/2018
The Global CIO Office Weekly by Gary Dugan
Consensus forecasts are that global growth will be around 3% through the balance of the year - sufficient to provide upside risk to inflation or at least the threat of it.
08/06/2018
Ken Fisher Slams SEC Attempt to Tighten Broker Regulation
If the underlying problem is boundary confusion, changing the wording of the duty a broker owes to an investor does not address the problem.
08/03/2018
Canadian equities rebound in Q2 2018, driving Canadian pension returns higher
The FTSE TMX Universe Canadian bond index also returned a modest 0.5 percent return, up from 0.1 per cent in Q1 2018
08/03/2018
Advisory Firms With a Niche Are Far More Profitable
After a challenging 2016, advisory firms seem to have experienced a healthy comeback in 2017 across the majority of growth indicators, with nearly three quarters of firms reporting significant growth.
08/03/2018
Best Practices For Integrated Family Wealth Planning
Developing financial goals is often easier said than done, especially when considering longer-term goals such as wealth transfer, charitable giving and legacy objectives.
08/02/2018
How Hedge Funds And PE Funds Are Raising Considerable Assets From Single-Family Offices
Based on extensive research with single-family offices, the majority of them are doing a subpar job of identifying and motivating other professionals to provide vetted introductions.