05/30/2018
The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls
Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families
Comment, Analysis & Research
05/30/2018
The difference between millennial and baby boomer investors
Barbara Knoblach, an associate at Money Coaches Canada in Edmonton, works with a lot of millennial clients, so has observed trends she doesn’t usually see in Gen Xers (born in the early 1960s) or baby boomers.
05/29/2018
Global funds draw almost US$2 trillion net inflows in 2017
It also notes that passive equity funds continued to take market share from their active counterparts across-the-board, with $662 million of inflows.
05/29/2018
The Gig Generation: addressing the challenges of a new workforce
"Gig jobs provide Canadians more flexibility because they can work where they want, when they want and how they want," says Hardy.
05/29/2018
Cost of living in cities around the world
Key highlights from our 2018 ranking
05/29/2018
Global Retail Banking 2018: The Power of Personalization
The goal of this more ambitious phase is to find ways to serve the customer better
05/28/2018
Family Governance Without Borders
If that business is sold, the ties that bound them together disappear
05/25/2018
Where do Luxury Markets Stand in the U.S., U.K., U.A.E. and Australia?
While these geopolitical changes undoubtedly caused a pause in the luxury real estate market, “by September 2017, most uncertainty was out of the market,” said Dan Conn, CEO of Christie’s International Real Estate.
05/24/2018
Funds Absorb Record $1.6 Trillion Net Inflow Worldwide in 2017
More than 200 managers worldwide each generated at least $1 billion of flows into their active funds last year, but 100 firms suffered over $1 billion of net redemptions.
05/23/2018
Men More Likely To Substitute Impact Investing For Charitable Giving, Study Says
Eighty-two percent of men and 81 percent of women said they were aware of impact investing.
05/21/2018
Soaring profits push global dividends to a first-quarter record
The Janus Henderson Global Dividend Index ended the quarter at a record 174.2, meaning that global payouts last year were almost three-quarters higher than in 2009.
05/21/2018
Single-Family Office And The Super-Rich Are Increasingly Using Retained Intermediates
It was a matter of cost.
05/18/2018
Vatican warns of 'profoundly amoral culture' in global finance
That is why the Church sets before the world the ideal of a ‘civilization of love’.
05/18/2018
Steve Eisman: beware Canada’s property bubble
“There’s a housing bubble in Canada, which is starting to break.” As a result, he is shorting several Canadian financial stocks.
05/18/2018
Less Than 1/4 of Americans Plan to Use Professional Help for Inheritance
The challenge is to do a better job of educating their customers on wealth and retirement topics.
05/17/2018
What Aging HNW Clients Mean for Wealth Management
By 2026 more than half of the country’s millionaires will be over 65
05/17/2018
The SEC created a fake ICO website to show just how easy it is to scam investors
When users press the “Buy Coins Now” button, they are instead directed to page at another SEC site -- this one with investor education tools and tips.
05/17/2018
Revealed: The world's largest banks by assets
This is up $1.727 trillion since last year’s ranking, with half of this growth due to a strengthening yuan against the US dollar.
05/16/2018
UAE ‘as competitive’ for international wealth as the US
Deloitte compares the centres based on business environment, provider capability, stability, and tax and regulation.
05/16/2018
As Digitization Raises the Stakes, Investment Banks Must Raise Their Games
Despite Recent Revenue Uptick, Continuing Migration to Digital Services and Business Models Is Pressuring Banks to Be More Client Centric, Attract Fresh Talent, and Become More Agile, Says Report by The Boston Consulting Group