08/19/2017
SF pension board should stay invested in fossil fuels
What they fail to acknowledge is that divestment creates significant investment risks and that a five-year investment history does not paint a full picture.
Comment, Analysis & Research
08/18/2017
Voices Helping clients navigate the high net worth financial maze
Extensive time can occur in this state of flux as the individuals’ primary focus is creating wealth rather than managing and overseeing it.
08/18/2017
Atria Founded Where Futurism Meets Acquisition
Together, the acquisitions will bring 500 advisors and $30 billion in AUM to the Atria.
08/17/2017
Economics, Regulations Spur Pension Risk Transfers; Annuities an Outlet
One of the ways these employers seek to make these transfers is through purchasing a group annuity.
08/16/2017
Manulife Asset Management shares outlook for global equities in new report: "Understanding Value in a Rich Valuation Environment"
The CAPE ratio is calculated by taking the S&P 500 and dividing it by the 10-year average of earnings.
08/16/2017
How to Replicate Ron Carson's Secret to Attracting Billionaire Clients
Almost nobody is taking advantage of this incredible strategy.
08/16/2017
Female Clients Need Encouragement, Validation from Advisors
Women face many additional challenges when it comes to wealth management.
08/16/2017
World's biggest banks face £264bn bill for poor conduct
The report said the data showed that 10 years on from the onset of the financial crisis, the consequences of misconduct continue to hang over the banking sector.
08/16/2017
Hedge funds start to face up to extreme gender imbalance
Questions mount over diversity in an industry dominated by male fund managers
08/14/2017
Don't underestimate the risks from Korea by Gary Dugan
Throughout history when nations build-up their weaponry they almost feel emboldened to fight someone.
08/14/2017
Looking Harder at Corporate Management
We’re value investors.
08/14/2017
What do the rich worry about? Surprisingly, it's money
They are all trying to estimate whether they will have enough income to support their current lifestyle, he says.
08/14/2017
Attracting and Retaining Female Clients
Women want advisors who can not only educate them but who can validate them as intelligent and competent investors.
08/11/2017
Ray Dalio, manager of the world's largest hedge fund, says buy gold on rising North Korea risk
Bridgewater Associates founder Ray Dalio says in a LinkedIn blog post "risks are now rising" in the market and recommends gold as a hedge.
08/11/2017
U.S. Broker/Dealer Product Consolidation
One of the reasons cited for elimination from the platform was not complying with new standardized commission schedules at Morgan Stanley.
08/10/2017
Survey Finds Interest In Sustainable Investing Stronger Than Ever
The Morgan Stanley Institute for Sustainable Investing works to drive scalable investment solutions that seek to deliver positive social or environmental impact alongside the market-rate returns that clients expect.
08/10/2017
Largest Transfer of Wealth in History Brings Opportunity and Anxiety for the Wealth Management Industry
The top asset managers in Canada are going to be watching closely
08/10/2017
Goals-Based Investing Appeals To HNW Clients
Goals-based investing has a large “fun” component.
08/10/2017
The Richest Person in Every U.S. State in 2017
Further, the dropoff from the largest to smallest fortunes on the list is also steeper than you might think.
08/10/2017
Millennials are driving a $9 trillion change in investing
Investor Survey shows awareness and interest in sustainable investing continuing to climb steadily – 75% of individual investors and 86% of Millennials are interested in sustainable investing1