04/05/2017
A key stat shows the world's biggest financial firms are still failing to treat women equally
"Women made up 25.5 per cent of senior roles in 2016, compared with 23.7 per cent in 2014."
Comment, Analysis & Research
04/05/2017
How To Close The Confidence Gap In Wealth Management
In 2015, Penta co-founded the Center for Women & Wealth at Brown Brothers Harriman to provide women like her mother with the support and tools necessary to make the right financial decisions for themselves and their families.
04/05/2017
A day in the life of a private banker at HSBC
Her role calls for busy days that are filled to the brim with client meetings and seminars.
04/05/2017
What Every Woman Should Know Before Asking For A Raise
A recent survey revealed that more than 60 percent of millennial women aren't sure how to ask for a raise.
04/05/2017
Industry Maverick On Making Her $1 Billion AUM Firm Immortal
For some, their business is not their legacy. In my case, it is.
04/05/2017
Unequal Pay
Wage pay gap biggest for female financial advisors, industry group advocates to save retirement accounts and Trust Company of America launches ETF Custody Advantage.
04/05/2017
Improve Your Relationship with Your Client’s Family Office
A recent study says you should create a partnership.
04/05/2017
Steven Cohen invests in start-up aiming to shake up bank research
Hedge fund magnate invests in research company as sector undergoes overhaul
04/05/2017
Practice Management Programs Enhance U.S. B/D Recruiting, Retention, and Productivity
B/Ds also indicate an average of 362 advisors per practice management professional, based on the B/D's total headcount and AUM.
04/04/2017
The case for taxing inherited wealth
You notice I said federal estate tax as opposed to death tax.
04/04/2017
The 'Forbes' Top 10 Richest In The World
Bill Gates remains at the top of the Forbes billionaire list
04/04/2017
BlackRock’s quant focus sparks portfolio risk fears
This could sound the death knell for the use of such products.
04/04/2017
Maybe Hedge Funds Don’t Stink After All?
Meanwhile stock market neutral funds, long/short funds, macro funds, managed futures, merger arbitrage funds, and dedicated short biased funds fell short.
04/04/2017
Signature Bank Ranks among Top Private Banking Services Providers
Bank Scores High in Reader Ranking Survey by Leading National Legal Trade Journal
04/04/2017
“MiFID II and Best Execution: The Challenges Ahead” Whitepaper
In addition to the white paper, TickSmith and Cloudera have also held webinars on this subject.
04/04/2017
U.S. Defined Benefit Plan Sponsors Looking to the Canadian Model For Insight
Mason continues, "U.S. public and corporate plans have very distinct differences that show up in how they invest assets.
04/04/2017
Who Killed the Active Fund Manager?
The explosion in the number of investors holding the coveted CFA qualification has created an increasingly crowded space of professionals all trying to beat the market
04/03/2017
CSR a key element for success at top family businesses
It says these businesses consider CSR as a way to engage the next generation of family members.
04/03/2017
Behind The Impact -- The Strategic Approach To Innovative Investing
Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives.
04/03/2017
Opportunities in a Neglected Market As multi-asset products grow in popularity, Europe's ETF market will benefit
However, as the ETF market accelerates, multi-asset products will benefit.