05/03/2017
How a global bank scandal has changed an industry
The study mainly looked at retail policies, but the authors claim that it points to a broader scale of compensation reviews.
Comment, Analysis & Research
05/02/2017
Navigating the Changing Landscape for Multifamily Financing in 2017
The question is: will we continue to see strong fundamentals drive lender appetite for multifamily
05/02/2017
Citadel CEO Says Hedge Funds Going Through Retrenchment
The state of the hedge fund industry during an interview with Bloomberg's Erik Schatzker at the Milken Institute Global Conference.
05/02/2017
Impact Investing And The O'Reilly Factor
In this essay I will compare four ways to make a difference. To give away the ending, the last is the potent one. Its effect was recently demonstrated in the termination of Bill O’Reilly’s TV show.
05/02/2017
How To Make Family Philanthropy Work When Generations Collide
He skipped the foundation and donated directly instead.
05/02/2017
Trump considers breaking up Wall Street’s big banks
Trump’s comments could give a push to efforts to revive the Depression-era Glass-Steagall law that separated commercial lending from investment banking
05/02/2017
Billionaire hedge fund manager Ken Griffin: 'My fantasy' is to break up the banks
Around midday, Trump said in an interview with Bloomberg News that he is considering breaking up Wall Street's giant banks. "I'm looking at that right now," he told the news organization.
05/02/2017
I Never Knew How Screwed Up Global Banking Was Until I Started My Own Bank
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/01/2017
Cerulli Finds Six Emerging Factors Shaping U.S. Financial Advisor Recruitment
Having their own platforms allows advisors to leverage them while an advisor holds a separate and independent RIA.
05/01/2017
The New Gilded Age in Philanthropy
He is the founder and editor of the website Inside Philanthropy, which tracks the world of giving and a surprising number of wealthy philanthropists have spoken to him candidly about their charitable efforts.
05/01/2017
Foundation executives dive into value of impact investing at Milken conference panel
Mr. Walker said the New York-based foundation had an approximate 9% investment return in the last year
04/27/2017
What’s Different About the New Philanthropists?
It’s a good question, and one not easy to answer in simple terms.
04/27/2017
U.S. Subadvisory Sponsors Value Transparency into Investment Process and Firm Business Operations
"Transparency into the investment process is vital to sponsors when they are evaluating potential subadvisor partners," explains Jack Tamposi
04/27/2017
Openimpact.ca profiles more than 150 Canadian impact investing products
“The old model would have said, ‘keep this information proprietary’,” said Norm Tasevski, co-founder of Purpose Capital.
04/27/2017
Make Charitable Giving a Win-Win Part Of Your Wealth Plan
If you're considering making charitable giving part of your wealth plan, consult with a specialist
04/27/2017
Some Public Pensions Help Trump, Report Shows
The possible problem for Trump lies in the fact that state- and city-run pension funds have invested in the CIM fund and pay it a few million dollars in quarterly fees to manage their investments in its portfolio, which includes the Trump SoHo, according
04/26/2017
Athena Publishes Research on Constructing Impact Portfolios
Much of the dialogue about impact investing has focused on specific investments
04/26/2017
ETF Assets in the U.S. Have Increased 10% to Nearly $2.8 Trillion
Disappointing performance results have led to a more challenging fundraising environment for many hedge fund managers
04/26/2017
Banks Face Challenge Of Integrating Cyber And Operational Risk
The survey also revealed that, among the thousands of phishing, malware and penetration attacks that financial services firms face each year.
04/26/2017
Co-Investing And Next-Gen Attitude To Be Surveyed In New Family Report
The Global Family Office Report survey returned online earlier this month as the backbone of the influential study with new facets of the family office sector to explore.