06/05/2018
Personalized Socially Responsible Investing Continues to Grow - RESEARCH
High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.
Comment, Analysis & Research
06/04/2018
The Millionaires Are Fleeing. Maybe You Should, Too
The rich don’t always emigrate along with their money, but when they do, it is an even more telling sign of trouble.
06/04/2018
Institutional Investors are Increasingly Turning to Outsourced Chief Investment Officers
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
Private Equity Giants Take on Congress With Billions on the Line
Legislation would increase scrutiny of foreign investment
06/01/2018
The number of new banks in America has fallen off a cliff
One brave soul in Texas shows that it can still be done
06/01/2018
The keys to connecting with tech-savvy investors by SSC
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
OECD sees stronger world economy, but risks loom large
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 Warns That Many TDFs Are Too Risky
SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.
05/30/2018
Morgan Stanley shares drop the most in nearly 2 years after wealth management exec says business slowed
The firm is seeing "obvious headwinds" in transaction revenue among retail clients as activity slowed in March
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
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.