03/16/2018
The Importance of Financial Advisors Addressing Insurance Needs for Holistic Wealth Management - RESEARCH
Research reveals that nearly 40% of successful individuals would consider switching to a financial advisor who provides P&C support
Comment, Analysis & Research
03/15/2018
Want More Gender Diversity? Put Women in Leadership Positions
The best way to improve gender diversity is to promote women, LifeYield expands to all advisors and time to retire tired marketing analogies.
03/14/2018
Hedge Funds Expected to Make a Comeback
Report says asset class is ‘experiencing a renaissance’ among institutional investors.
03/14/2018
London beats New York as top destination for Norway's sovereign wealth fund
At the end of 2017, London accounted for 22.8 per cent of Norway's Global Government Pension Fund's private real estate investment followed by New York at 21.5 per cent and Paris at 19.1 per cent.
03/14/2018
A Peek Into Goldman's Black Box Charity Reveals Tech Billionaires
The 2016 donations by Ballmer, Powell Jobs and Koum -- who are worth a combined $68 billion, according to the Bloomberg Billionaires Index
03/13/2018
Cyber Insurance: Analysis Of Problems Related To IT Risk Insurance
Computer security has traditionally been considered as a set of constraints added to pre-existing business processes, satisfied through the adoption of appropriate technological solutions and exclusive prerogative of the IT sector.
03/13/2018
Not so “Goldilocks” by Gary Dugan
US employment did indeed rise by 313,000 but there were 365,000 new part time jobs and a loss of 52,000 full time jobs.
03/13/2018
Asset and wealth management CEOs optimistic about growth but aware of looming disruption – PwC survey
However just 38% of the interviewed CEOs believe that robotics and alternative intelligence (AI) can improve the consumer experience.
03/13/2018
NEPC Survey: Endowments and Foundations Optimistic About 2018, See Opportunities Abroad
In terms of investment focus for 2018, 43% of respondents anticipate allocating more to private equity/debt, while another 53% plan to maintain their current exposure.
03/13/2018
Ex-Goldman Sachs partner: How you’ll know if you’re right for fintech
Here’s his advice for bankers considering a jump to fintech.
03/12/2018
More Diverse Executive Teams Create Higher Returns for Investors: Study
The data is clear: it pays to have more diversity on management teams and on boards of directors.
03/09/2018
Money management: 4 reasons why women make the best investors
4 reasons why women make the best investors
03/09/2018
Budros, Ruhlin & Roe’s Chief Investment Officer Daniel Roe Named to Forbes Best-in-State Wealth Advisors List
The list ranked over 2,000 advisors in the United States and Dan was ranked number 7 in the state of Ohio.
03/09/2018
The Bank of Amazon could woo 70 million US customers within five years
For Amazon, a banking tie-up would enable the firm to skirt regulatory barriers, but it may also act as a Trojan Horse, enabling the firm to save on interchange fees and move into other more lucrative financial products.
03/08/2018
Bermuda delegation meets entrepreneurs, investors, and thought leaders at West Coast technology conference
Today, he said, that same spirit of ingenuity is driving solutions to new ventures in the fast-developing digital economy.
03/08/2018
A top regulator's close ties to Wall Street damage one of its most crucial functions 10 years after the crisis
Every single president in the history of the Federal Reserve Bank of New York has been white, male and a banker.
03/07/2018
More Funds Spurn Nuclear Arms, Financing Still Strong: Report
There were a further 41 institutions that excluded nuclear weapon producers from their investments
03/07/2018
Some U.S. macro hedge funds thrive with renewed volatility
Quest is a systematic macro hedge fund - so called because it bets on macroeconomic events across asset classes.
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
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.