12/05/2017
ACCF Report: CalPERS and the Point of No Returns
New Report Analyzes How Politically Motivated Investments are Sinking the Nation's Largest Public Pension Fund, Leaving U.S. Taxpayers Accountable for Losses
Comment, Analysis & Research
12/05/2017
Research Reveals the Biggest Unmet Need for Consumers in Goals-Based Wealth Management
In 2008, 82% said they had a “written plan” or “solid idea” in comparison to 73% in 2016.
12/04/2017
New Report from Peruvian-American Bondholders for Justice (PABJ) Says Peru Is Not Ready For Membership In The OECD
The report was commissioned by Peruvian-American Bondholders for Justice (PABJ) and the Agrarian Debt Bondholders Association (ABDA).
12/04/2017
Canadian Xennials Feel The Retirement Savings Squeeze
70 per Cent Of Surveyed Canadians 34-40 Feel Overwhelmed Juggling Day-To-Day Financial Obligations And Saving For Retirement
12/04/2017
Saudi Stock Exchange Signs Post-Trade Technology Transformation Agreement With Nasdaq
Nasdaq To Deliver New Cash And Derivatives Clearing, Central Securities Depository and Post-Trade Risk Management Technologies
12/04/2017
How Regional Banks Are Expanding Their Wealth Management Units
To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.
11/30/2017
3 reasons the trillion-dollar M&A market will keep exploding in 2018
The number of private-equity-backed companies in the US has surged by more than 30% from 2011 to 2017
11/28/2017
Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives
Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs
11/26/2017
Why More Philanthropists Are Giving Before They Die
The trend is a departure from the traditional model of donation—and could affect how large sums of money are put to use.
11/22/2017
Milan Patel: U.S. Is Ready to Conclude With Swiss Banks
We know they are having discussions right now, so they are absolutely reaching stages with several banks to finalize the numbers.
11/22/2017
How Peak Day Policies Can Impact Which Private Jet Card Membership Is Right For You
Over a year, you can easily spend $30,000 to $50,000 more than you need to by not doing the research before you buy.
11/21/2017
Majority of asset managers expected to offer ETFs in next five years
The ETF market will be transformed by both current and new investors.
11/21/2017
United States Viewed as Most Resilient Global Financial Center
While the U.S. continues to be perceived by most respondents as a source for investment opportunities, cited by 80% in 2017, this decreased from 91% in 2015.
11/21/2017
LGBTQ-Friendly Brokerages Ranked (Only One Falls Short)
Raymond James, which got 85% on the CEI for 2017 as well, didn’t respond to FA-IQ’s request for comment.
11/21/2017
60 Percent Of US Banking Customers Open To Trying New FinTechs
The survey included responses from people in 22 countries
11/16/2017
GOP tax plan spells disaster for Asian-Americans
An expanded child tax credit to go along with rate reductions across middle income brackets would also create.
11/16/2017
Advice the face of wealth management evolution
Advice has become so regulated that it has preserved the rich.
11/16/2017
Global Wealth Report 2017: Where Are We Ten Years after the Crisis?
According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.
11/16/2017
Investment Assets That Put Women First Surge Past $2.2 Billion
Public investment vehicles, including mutual funds and ETFs focused on so-called “gender-lens” investing, oversaw $910 million in assets as of June 30, 2017.
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