09/01/2017
Warren Buffett on Wells Fargo: 'There's never just one cockroach in the kitchen'
The results will "generate news headlines," Sloan said, and the "best thing" for the bank to do is to "stay focused on fixing problems."
Comment, Analysis & Research
09/01/2017
UBS Red Tape Cuts: Real or Lip Service?
Our goal is to get to a point where 90% of all wealth management decisions can be made at the local branches
08/30/2017
Most Plan Sponsors Remain Highly Satisfied with Their Plan Advisors
As the number of plan sponsors searching for new advisors hits a record high, plan advisors can strive to differentiate themselves from the competition
08/29/2017
Jacob Rothschild Aggresively Trims His Exposure to Risky U.S. Capital Markets
Rothschild was quoted in the written report as saying, “The period of monetary accommodation may well be coming to an end.”
08/29/2017
UBS Says Exclusions Don't Bar Puerto Rico Bond Defense
XL Specialty Insurance Co. had sold UBS Financial Services Inc. of Puerto Rico a $10 million financial services liability primary policy in 2012 covering the years 2013 to 2014
08/29/2017
SAIL Capital Awarded for Excellence in Sustainable Investments USA by Wealth and Finance International
The most recent award is from Wealth and Finance International
08/29/2017
BlackRock Finds $5 Trillion Industry Is Now Riskier Than in '08
That’s significantly steeper, BlackRock estimates, than the group’s “mark-to-market” losses during the depths of the crisis.
08/28/2017
Houston we have a problem by Gary Dugan
Emerging market assets still favoured but look for a bout of relative weakness
08/28/2017
BCGs Organization Strategy Consulting Rated Best in the World
At its core, our approach focuses on changing peoples behavior and instilling new ways of working together.
08/25/2017
5 Questions With Mick Edwards, Wealth Advisor From Strategic Wealth Partners
Mick Edwards from Strategic Wealth Partners shares how the firm helps clients pursue true wealth.
08/24/2017
Real-estate hot spots draw the world’s affluent
New York has one of the highest concentrations of billionaires in the world
08/23/2017
Octogenarians Rule the Rich
Wealthy Americans over 80 control more assets than those under 50.
08/23/2017
Law firm revenue climbed 5.6 percent in year's first half, survey finds
The survey also found that revenue per lawyer was up 3.8 percent and demand, measured by hours billed, was up 1.4 percent.
08/22/2017
Which newly registered RIAs have the most AUM?
Spend a little time with the infographic and some interesting trends emerge.
08/21/2017
Global Dividends soar to record heights
This was the fastest rate of growth since 2015, with new quarterly records in the US, Japan, Switzerland, Netherlands, Belgium, Indonesia, and South Korea.
08/21/2017
CIO weekly from Gary Dugan - The Rise of US Country Risk
While Donald Trump is the face of the US’s problems the bulk of the political elite shows few signs of coming up with solutions for the country’s long-term problems
08/21/2017
SS&C GlobeOp Forward Redemption Indicator: August notifications 3.55%
The result for August continues the favorable trend in asset retention by hedge funds this year
08/21/2017
$1B Ex-Merrill Team Breaks Away to ‘Scratch Planning Itch’
In particular, Celenza tells FA-IQ the independent RIA is viewing such a move as a way to expand its ability to offer ultra-high-net-worth clients a family-office type of environment.
08/21/2017
Caribbean Living Luring U.S. Residents
The United States also has a massive debt that has to be paid off at some point, which makes foreign assets even more attractive, Katz adds.
08/20/2017
Investors Pulling Back From Gundlach's Biggest Fund, WSJ Says
The firm said it isn’t troubled by outflows or the performance of the fund