12/20/2017
2018 offers investors optimism – but they need to proceed with caution
The deVere CEO concludes: “No-one can accurately predict the future.
Comment, Analysis & Research
12/20/2017
Investment Uncovered: ‘A golden age for bonds’
Why JP Morgan’s chief investment officer is predicting a fixed income boom
12/20/2017
Advisors Beware: More Fintech Regs, Enforcement Coming in 2018
Attorneys say blockchain, cryptocurrency and robo-advising are among the sectors to watch
12/19/2017
Is it possible to put a value on Bitcoin?
The geeky economist in us is inclined to say that we can, but the real world is often more complicated than models allow.
12/19/2017
Brokers bounce as wires cut; RIAs rally but see fees squeezed
Perhaps going against popular forecasts, broker-dealers have had a strong year
12/18/2017
How You Can Tap Millennial Wealth
By 2020, that figure will rise to $24 trillion, according to Deloitte data he cites.
12/15/2017
Do your high-net-worth clients' charitable contributions build a family legacy?
Linking charitable giving to shared family goals is the first step to a lasting legacy
12/15/2017
Giving Back: A Common Purpose at Combined Insurance
The Company Continued to Give Back to Chicagoland and National Charitable Organizations in 2017
12/15/2017
GUEST ARTICLE: Santa Is Putting Christmas On The Blockchain And Saving Billions
So, you think that you know all there is to know about Christmas?
12/13/2017
SS&C GlobeOp Hedge Fund Performance Index
November performance -0.40%; Capital Movement Index: December net flows decline 0.18%
12/13/2017
Regions Ranked Highest for Customer Satisfaction in 2017 ACSI Report
The top scoring super regional bank in the index, Regions tied for top overall ranking among all named banks.
12/13/2017
Markets little impacted after expected Fed rate hike
The S&P 500 ended the day little changed, and the Dow Jones Industrial Average pared its gains while still managing to close at record high on Wednesday.
12/12/2017
NexJ Systems Recognized in Gartner Reports Focused on Wealth Management
With intelligent customer management solutions that enable firms to integrate enterprise data sources as well as streaming external data such as market news and social media, NexJ continues to be the choice of leading global wealth management firms.
12/11/2017
Collaborative Teams Drive Growth and Success for Financial Advisors - Research
Advisors operating in shared decision-making teams substantially outperform and manage greater AUM
12/08/2017
Saxo Bank 2018 Outrageous Predictions
The Fed loses independence as the US Treasury takes charge
12/07/2017
Size Alone Does Not Dictate Asset Manager Success
The survey helps participants assess their operational effectiveness versus relevant peers and identifies actions to improve growth and profitability.
12/07/2017
Global wealth more than doubled since 2002
However, the global financial crisis severely altered the pace and the pattern of wealth creation observed until 2007.
12/07/2017
Ex-Morgan Stanley wealth chief sees 'tug-of-war' on Broker Protocol
The protocol’s fate was called into question when Fleming’s old firm, Morgan Stanley, opted to exit the agreement last month.
12/07/2017
Size Alone Does Not Dictate Asset Manager Success
Vanguard and BlackRock aren’t squeezing out the smaller managers—the bad ones are weeding themselves out.
12/07/2017
More Than Meets the Eye: How Operational Risk Rocked the Financial Sector Foundation
Rensselaer Polytechnic Institute business professor’s research examines impact of banks’ exposure to operational risk