03/07/2018
Buyer beware: the FX code has not gone far enough
New standards for currency dealers have brought some big improvements, but many practices remain hazy
Comment, Analysis & Research
03/07/2018
Active Managers Hope to Win Back Investors With Index-Like Fees
Moody’s says money managers will be watching closely for the market’s reaction to emerging fee models.
03/06/2018
The Top 5% Of Financial Advisors Provide A More Extensive Range Of Investment Solutions
A survey of more than 800 financial advisors indicates that while all respondents provide investment management services to their customer base, most advisors do not include hedge funds or private equity funds as part of their core offering
03/05/2018
My Kind of Rockefeller by Penny Lovell
He was as good as his word. During his lifetime, he gave an astounding $1 billion to charities.
03/05/2018
Prudential regulation ? by Tim Price
Berkshire, itself, provides some vivid examples of how price randomness in the short term can obscure long-term growth in value.
03/05/2018
Trade Does Matter by Gary Dugan
President Trump’s Trade wars risk undermining global growth and disrupting global markets
03/05/2018
Active strategies take on new role in outcome-oriented world
And a number of investors are upping their active exposure selectively.
03/01/2018
Goldman Sachs Is Totally Slumming It
And Goldman’s digital wealth-management platform is set to roll out this year. Sources tell the Journal that Goldman will likely supplement the robo advice with human brokers.
03/01/2018
Lazard Global Listed Infrastructure Fund Wins Two Lipper Awards
The Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
02/28/2018
Wells Fargo Asset Management Wins Seven Lipper Fund Awards
These seven awards were presented to five funds on Feb. 27 at the fund research and analysis organization’s annual awards dinner in New York.
02/28/2018
How women and millennials will redefine ethical investing
Christie Stephenson is executive director of the Peter P. Dhillon Centre for Business Ethics at the UBC Sauder School of Business.
02/27/2018
Three Ways Single Family Offices Can Attract And Retain Top Talent
The survey revealed that most family offices award annual bonuses, but about 59 percent of those increases are discretionary
02/27/2018
MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018
The report is filled with expert commentary from leading family offices and family office practitioners
02/27/2018
ImpactAssets Releases Seventh Annual IA 50 Impact Investment Fund Showcase
Industry’s only free, searchable resource of impact investing fund managers features firms that manage $29.2 billion in assets.
02/27/2018
Retail Banks Are Missing Opportunities to Give Digital Financial Advice - J.D. Power
Quality of Advice Seen as Key Bank Differentiator, Yet Many Banks Still Miss Opportunity
02/26/2018
Tim Cook Wants You to Dump Cash
As Apple's CEO talked about the downsides of cash, he became more animated, revealing real passion about the topic.
02/26/2018
How to manage the impending wealth transfer: A guide for advisors
Retaining younger clients with a longer time horizon can, in turn, enhance a firm’s value for succession or acquisition planning.
02/23/2018
The Future Of Legal Services: Putting A Law Firm In The Palm Of Your Hand
More and more, we seek out companies that digitally deliver excellent customer service but with a personal touch.
02/23/2018
Made Before the Boston Tea Party, This Teapot Cost $800,000
The Staffordshire-trained Bartlam left England for South Carolina, drawn by its plentiful supplies of local kaolin clay and its wealthy consumers, according to the salesroom catalog.
02/22/2018
Teachers' pension fund invested in maker of gun used in massacre
A state pension plan for Florida teachers held shares in American Outdoor Brands, which manufactured the gun used in the Feb. 14 school attack