11/15/2017
Brazil's Top Three Pension Funds Join Petrobras Arbitration -Paper
Brazilian Pension Funds, Accumulated Heavy Losses From Their Investments In The Last Two Years
Comment, Analysis & Research
11/15/2017
Wealth Management: Why You Should Be Your Own CEO
The term that is often used in my industry of wealth management is robo-advisers.
11/15/2017
Why America Can’t Rebuild Without China
The security bar is easily cleared.
11/15/2017
Multi-family offices see growth spurt as rich get richer
About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016
11/14/2017
High-net-worth investors laser-focused on outcomes and standards - RESEARCH
High net worth clients believe in the importance of advanced voluntary standards for their advisors.
11/13/2017
Trusts & estates lawyers are operating in turbulent times
What Are The Key Concerns Of Trusts And Estates Lawyers?
11/13/2017
Global Deal Activity to Accelerate in 2018 - RESEARCH
The forecast highlights why investors around the world are feeling increasingly confident as 2018 approaches
11/13/2017
Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes
The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.
11/13/2017
Many High-Net-Worth Accountants Can Do A Better Job Communicating Their Value To The Wealthy
Based on a survey of 394 high-net-worth accountants, a little more than two-thirds of them believe they can often do a better job of connecting their services and products to client benefits.
11/13/2017
What Are The Key Concerns Of Trusts And Estates Lawyers?
Generally speaking, law is a mature industry making every trusts and estates lawyers fungible.
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.
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.