04/04/2018
Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
Comment, Analysis & Research
04/04/2018
Study: Midlife 'wealth shock' may lead to death
The heightened danger of death after a devastating loss, which researchers called a "wealth shock," crossed socio-economic lines, affecting people no matter how much money they had to start.
04/02/2018
How fee-based assets are remaking a $20T industry
Financial advisor Kim Kropp has watched the industry’s shift firsthand since she and her business partner launched their RIA practice in the ‘90s.
04/02/2018
Kitces: Why a maligned fee is back in vogue
The virtue of this form of compensation structure is that it would compel investment advisors to eschew closet indexing and truly work to outperform their benchmarks.
04/02/2018
Compensation: Payday payoffs for RIA advisors
More than two-thirds of RIAs with more than $250 million in AUM made talent acquisition a priority last year
04/02/2018
Clients Should Be Given the Power to Decide Between Firm or Advisor
It’s unfair for clients to get caught up in legal battles between broker-dealer firms and former advisors and be at the mercy of that process, Roper says.
04/02/2018
Women Emerge as Big Luxury Spenders
As the balance of wealth shifts, women are gaining more buying power and influence in luxury products.
04/02/2018
Investor Confidence Indices Register Slight Declines in March
This waning confidence among investors was also reflected in the Spectrem Household Outlook, which showed declining investor confidence about the future of the economy and household income.
04/01/2018
As China puts the brakes on overseas investment, Los Angeles' development boom takes a hit
Chinese companies have been among the biggest commercial real estate investors in the Los Angeles area in the last five years, spending more than $5 billion to buy property in the region during that time, according to brokerage Cushman and Wakefield.
03/30/2018
Rich Millennials More Financially Confident Than Gen X and Boomers
High-net-worth millennials have more confidence than their older counterparts
03/28/2018
BNP Paribas Wealth Management publishes report on international real estate
Co-working is a new phenomenon based on the principle of sharing a workspace among different companies.
03/27/2018
Trump trouble - but some selective opportunities by Gary Dugan
The US equity market, down 6% on the week, is facing the risk of further losses in the near term.
03/27/2018
Financial Deals to Accelerate in 2018 Amid Continued Consolidation
"Consequently the banking sector will witness substantial consolidation at the national and regional levels."
03/27/2018
Accommodating Life Annuities in a Defined Contribution World
Most retirees get a lump sum, not a lifetime annuity, with their 401(k) account. What are some ways employers can give employees more flexibility in how they take out money upon retirement?
03/26/2018
Does The Spike In LIBOR Signal The Next Financial Crisis?
The trillion dollar question is whether the stress is technical in nature, in which case short-term rates will eventually normalize, or is this spike in credit a harbinger of another banking catastrophe.
03/26/2018
The role of HNWIs and family offices in impact investing
“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”
03/26/2018
Ethical investment demand ‘unmet’: Morgan Stanley
Australian product providers have failed to meet investor demand for quality ethical investment strategies, says Morgan Stanley
03/26/2018
This hidden threat can devour more than $100,000 of your wealth
One in 10 financially successful individuals doesn't have excess liability coverage.
03/26/2018
What’s driving the push for more public banks?
Bankers counter that private sector banks are more than capable of handling public deposits
03/26/2018
ETF investors outsmart hedge funds that miss out as gold rebounds
ETF investors were smart enough to look beyond the Fed as they boosted their bullion holdings to the highest in almost five years just as prices took off.