11/10/2017
Alternative Investments Key Part of Single-Family Office Portfolio Strategy
Research found that the second generation-led single-family offices are significantly more active in alternative investments than the first generation.
Comment, Analysis & Research
11/09/2017
A record number of Americans are taking vacations — and that highlights one of the biggest risks to markets
The vacation-taking as a sign of overconfidence in wage growth that hasn't emerged so far.
11/09/2017
World's Richest Families Seeking to Make More Deals on Their Own
Sixty-six percent of single-family offices expect to increase their direct investments during the next three years, according to iCapital Network research.
11/08/2017
Millennials More Conservative, Least Likely to Focus on Long-term Investments
Millennials are less inclined to buy and hold investments for the long term
11/08/2017
Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences
Gen Z also shows a notable streak of traditionalism in their banking preferences.
11/08/2017
Women in law firms
Law firms clearly have more work to do, not just in implementing policies and programs but also in fundamentally changing nonpartner attorneys’ perceptions of their efforts.
11/08/2017
How Trusts And Estates Lawyers Can Become Seriously Wealthy
To get on the track to become seriously wealthy, the great majority of trusts and estates lawyers need to start with their legal practices.
11/08/2017
How Trusts And Estates Lawyers Can Become Seriously Wealthy
The foundation of personal wealth for most trusts and estates lawyers is their profession.
11/07/2017
Multi Family Offices: How Are They Defined, And Does The Label Matter?
RIAs work with individuals to manage their wealth, while MFOs work with multiple generations and branches of large, complex families.
11/07/2017
Impact Investing -- First Mover On Today And Tomorrow's Megatrends
He founded Capitol Hill to work with global asset managers, high net worth families and game changing startups to develop mission-driven investment and business solutions.
11/06/2017
Wrong turn by Tim Price
Sadly, it is the curious fate of every generation to forget the lessons learned by those that preceded it.
11/02/2017
Report: Diversity from an Investor’s Perspective
The report also offers asset owners suggestions and ideas on how to approach diversity and prompt financial intermediaries to act.
11/02/2017
Wealthy Investors Are Looking For Co-Investment Deals With Private Equity Funds
Co-investing with private equity funds is one approach that is gaining traction.
11/02/2017
Canadian Plan Sponsors Posted a Modest Loss in the Third Quarter
The Northern Trust Canada Universe tracks the performance of Canadian institutional investment plans that subscribe to performance measurement services as part of Northern Trust’s asset servicing offerings.
11/01/2017
Net Shorts On U.S. Bonds Rise Ahead Of Fed Chair Pick -JPMorgan
Investors Have Scaled Back Their Holdings Of Longer Dated Government Debt
11/01/2017
Global investors are prioritising investing over saving and purchasing - Schroders
However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.
11/01/2017
New Survey Highlights Banks’ Efforts to Protect Older Americans
The survey also noted that banks also educate seniors and their caregivers about financial fraud
10/31/2017
Responsible investing grows even as opinions remain divided - RBC
In second annual survey of institutional investors and consultants, differences on key responsible investing issues remain Survey reveals a marked contrast in perceived value of ESG between U.S. and European investors
10/31/2017
Why Businesses Should Balance Profits And Philanthropy
Never has there been such a time when many believe in both the responsibility and capability of businesses to address today’s greatest social issues.
10/31/2017
JPMorgan Voted America’s Best Corporate Access Provider
The firm earned top marks from both money managers and corporate executives in Institutional Investor’s 2017 ranking of the country’s top corporate access providers.