06/04/2018
The research study of 33 OCIO providers conducted during Q1 2018, found that funds invested through OCIOs are predominately focused on endowments and foundations
06/01/2018
Legislation would increase scrutiny of foreign investment
06/01/2018
One brave soul in Texas shows that it can still be done
06/01/2018
Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.
05/31/2018
The pace of global expansion over the 2018-19 period is expected to hover near 4%, which is close to the long-term average.
05/31/2018
SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.
05/30/2018
The firm is seeing "obvious headwinds" in transaction revenue among retail clients as activity slowed in March
05/30/2018
Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families
05/30/2018
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
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
"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
Key highlights from our 2018 ranking
05/29/2018
The goal of this more ambitious phase is to find ways to serve the customer better
05/28/2018
If that business is sold, the ties that bound them together disappear
05/25/2018
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
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
Eighty-two percent of men and 81 percent of women said they were aware of impact investing.
05/21/2018
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
It was a matter of cost.
05/18/2018
That is why the Church sets before the world the ideal of a ‘civilization of love’.