05/11/2017
Crucial Elements in Wealth Management: Simplicity and Transparency
More than products or models, financial advice is about helping clients reach their goals
Comment, Analysis & Research
05/11/2017
Tiffany & Co. Makes Its Point: Presidents Come and Go, But Diamonds are Forever
Tiffany crossed the line into politics — a rare move for the company
05/11/2017
Technologists in investment banks: needed, not loved
Investment banks like to say that they’re now technology companies.
05/10/2017
DoubleLine's Gundlach Suggests Buying Emerging Markets ETF
Jeffrey Gundlach does not see a lot of upside to U.S. stocks past the middle of the year.
05/10/2017
New Wealth Survey Finds Family Leaders Reluctant to Share Inheritance Details to Avoid Demotivating Heirs
Majority of inheritors do not significantly change lifestyles after windfall, but wealth holder fears are not unfounded.
05/10/2017
TIAA-CREF Trust Company, FSB Adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
05/09/2017
Investment banks continue to lose ground in capital markets industry
The report notes that value migration, by which revenues shift from investment banks to the wider industry, continued.
05/09/2017
Can Robos Help with Consultants’ Fiduciary Tasks?
An advisor working with retirement plans needs to zero in on the two main fiduciary duties of loyalty and care.
05/09/2017
China woes resulting in capital flight to US
It is part of a new crop of asset-management firms expanding China's reach on Wall Street as money has poured into the US from the world's second-biggest economy.
05/09/2017
Fidelity Charitable Study Shows Millennial Women Are Changing the Giving Landscape, Baby Boomer Women More Satisfied
Women and Giving breaks down the differences in how generations view philanthropy; Study also highlights the differences between how men and women give
05/09/2017
A top Goldman Sachs analyst explains why investors need to pay attention to Wall Street's sustainable revolution
The old adage saying it pays to do good seems to ring true.
05/09/2017
Guarantees Transforming Impact-Investing Finance
How new financing options are encouraging risk-averse investors to make impact investments.
05/09/2017
Bill Ackman recommends Howard Hughes Corp. at Sohn
The notion that he never talked about HHC before is not entirely accurate; he did discuss the position at the Harbor Investment Conference in 2015, saying that Pershing Square would keep its stake in the company.
05/09/2017
Investors from US eye assets in Africa
The meetings form part of the Mobilizing Institutional Investors to Develop Africa’s Infrastructure programme
05/09/2017
Hedge funds continue four-month streak with 0.54% gains
On a year to-date basis, hedge funds are up 2.90% while underlying markets gained 6.29%.
05/08/2017
What’s it like to lose £350m? A rogue trader confesses
By investing in precarious deals and covering up his losses, Alexis Stenfors cost one of the world’s biggest banks a fortune. Andrew Anthony asks why doesn’t he feel more remorse
05/08/2017
Who Makes the Financial Decisions in Your Household? Here's How the UHNW Do It
We can learn from Ultra High Net Worth households when it comes to household financial decision-making.
05/07/2017
Why British women are less likely to seek investment advice than US, Canadian peers
While British women expressed an interest in being actively involved in their finances, the disparity of engagement with advisers highlights a shortcoming in the U.K., RBC Wealth Management's head of private client told CNBC.
05/07/2017
How to Get a Straight Answer About Adviser Fees
If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say
05/04/2017
New Family Office Exchange Study Finds Family Offices Staffing Up for Direct Private Equity Investments
Of the 118 survey respondents, the average staff of the family office is 13 full time employees