09/23/2018
New Research Finds Ultra-Rich Adding Wealth And Likely Needing Advice
They’re in their prime earning years for many of them
Comment, Analysis & Research
09/21/2018
New Fund Firm Cuts Pay If Managers Don’t Beat the Market
Peter Kraus, former CEO of AllianceBernstein, pushes a new formula to beat index funds
09/20/2018
World Retail Banking Report 2018: Banks must respond to soaring customer expectations as non-traditional competition looms
The report also surveyed banking executives about the main causes of industry disruption.
09/19/2018
Few countries are pricing carbon high enough to meet climate targets
New carbon pricing initiatives in some countries, such as China’s emissions trading scheme and renewed efforts in Canada and France to price carbon, could significantly reduce these gaps.
09/19/2018
Wilshire Consulting Report Shows Retirement System Funding Levels Increased in Cities and Counties in Fiscal Year 2017
The estimated aggregate value is the highest since Wilshire began reporting on City and County-sponsored retirement system funding levels
09/19/2018
Increased Regulation Represents Top Challenge Facing Canadian Asset Managers
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
Options Strategies For The Ultra-High Net Worth Family Balance Sheet
To bring portfolios back to their strategic targets after prolonged consolidation, cash must be deployed
09/18/2018
T. Rowe Price Study Finds Strong Correlation Between Financial Performance of Companies and Quality of Their 401(k) Plans
The study controlled for factors such as the size of the company and its sector.
09/18/2018
Study: Growing High-Net-Worth Opportunity For Life Insurers
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
Embracing digital disruption
Consumer buying preferences and life insurance in a digital age
09/16/2018
Has bumper growth led to bumper pay for fund managers?
Questions raised about CEO remuneration even as profit margins rise
09/16/2018
The CEO of a $736 billion asset manager that sidestepped the most toxic casualty of the financial crisis warns of the big risk in markets right now
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
US household wealth is above $100 trillion for the first time in history - but that excess could be signaling the next market crash
The latter has only recently climbed back to levels seen in 2007, before the financial crisis caused it to decline.
09/16/2018
Handouts not answer to robot threat, says leading philanthropist
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
A convenient truth as profits soar at Al Gore's Generation Investment Management fund
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
Survey: Investors Expect More from Wealth Managers
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.