05/09/2018
How to Plan a Successful Succession for Your Company
How to Run a Business
Comment, Analysis & Research
05/04/2018
Banner Year for Asset Managers Could Be Catalyst for Change
But Best Performance Since 2010 Does Not Mask Underlying Trends Exerting Significant Margin Pressure; Players Must Take Action to Secure Positive Trajectory for the Future, Says Report by The Boston Consulting Group
05/04/2018
Thomson Reuters Moves to Enable Global Diversification for North American Wealth Management Firms
The fully integrated solution also provides real-time updates of intra-day transaction status changes throughout the lifecycle of the settlement, along with straight-through-processing enabled communication with global and local custodians.
05/04/2018
AllianceBernstein’s Nashville move threatens New York and London
Digital disruption makes it easier for financial companies to relocate
05/03/2018
Why Asset Managers Should Pay Investors to Manage Their Money
"We keep getting told by managers that their value creation process tends to be longer than the typical horizon of an investor"
05/03/2018
Financial advisors rank among Barron's 'Top 50' in US
They placed at No. 37 on the ranking this year, compared to No. 20 last year.
05/03/2018
US multi-family offices growth continues to rise: report
“During the past three years, MFOs’ compounded growth rate of 10% has at least doubled that of the traditional high-net-worth (HNW) market leaders, including wirehouses at 5%, trust companies at 4%, and private banks at 2%,”
05/03/2018
Ex-Merrill Chief: Women Are Infantilized When It Comes to Money in Wealth Management
Despite Krawcheck’s success, the gender gap in the industry is closing too slowly, she said.
05/02/2018
Aging Broker Workforces Challenge Growth
Oppenheimer & Co. similarly reported on Friday that its broker headcount as of the end of the first quarter shrunk by 77 over the past year to 1,082—and by 141 over the past two years.
05/02/2018
Krawcheck Says Financial Industry Has Dismal Record Serving Women
Krawcheck, who worked her way to the top of some of the biggest financial firms before throwing it all aside to start Ellevest
05/02/2018
Brazil's Itaú Unibanco relies on lower loan losses to beat estimate
The São Paulo-based bank’s 90-day default ratio remained stable in the quarter, at 3.1 percent. Although default ratios fell for retail loans, asset quality decreased for large companies.
05/01/2018
A Sovereign Wealth Fund and an Asset Manager Open a Region
Alaska Permanent Fund has partnered with McKinley Capital to create new vehicle to invest across the Middle East, Africa, and South Asia.
05/01/2018
The exclusive world of high-end investment clubs
The comedian might have preferred to be a founder rather than a member
05/01/2018
Why One Top Female Advisor Left New York & Goldman Sachs For A Wealth Management Gig In Aspen
She describes the job working for Blankfein as mini- crash course in how to run a financial firm.
04/30/2018
Value ads by Tim Price
It is plausible that books like Confessions of an Advertising Man did for a generation of arts students what Liar’s Poker did for a generation of graduates full stop, roughly a decade later, namely act as a recruiting sergeant
04/30/2018
2 Dividend Stocks to Earn Growing Retirement Income
Manulife’s strong presence in Asia is helping the company to grow its earnings, as some of these emerging markets are still underserved when it comes insurance and wealth management services.
04/30/2018
Investors’ Message for European Banks: Forget About Wall Street
Credit Suisse attracted new assets to its wealth management division at the fastest pace in seven years, showing Chief Executive Officer Tidjane Thiam’s pivot to wealth management is working.
04/30/2018
Most FAs Ignore Risks of Failing to Plan Business Exits
Sixty percent of FAs in firms with $500 million or more under management have formal succession plans but only 13% of FAs managing less than $50 million have established succession plans.
04/26/2018
JP Morgan investment specialist still sees best value in US equities
Private banker says investors should block out noise and focus on fundamentals of the companies
04/26/2018
Global philanthropy tips $1.5 trillion, report finds
Despite this, 58 percent of the foundations identified do not collaborate with other foundations.