01/09/2024
It’s time for asset managers to boost efficiency, resilience
Prioritize tech, outsourcing and transparency
Comment, Analysis & Research
01/08/2024
Why Wealth Managers Miss Philanthropic Opportunities
Some lawyers and accountants are also regularly part of the process.
01/05/2024
Markets start 2024 in a risk-off mood
This was part of a broader risk-off move, with the small-cap Russell 2000 index experiencing its largest one-day fall since the March 2022 banking crisis.
01/05/2024
Why 2024 will be a better year for M&A activity
On the corporate side, Cooper says M&A can create growth in a time of low-growth for the economy. He also notes that companies are sitting on a lot of cash that they can deploy.
01/05/2024
US bankruptcies surge 18% but remain below pre-pandemic levels
End of pandemic stimulus
01/04/2024
Wells Fargo economic outlook finds storms on the horizon
The FOMC will want to be confident that inflation is returning to 2% on a sustained basis
01/03/2024
3 Reasons RIAs Should Offer Multi-Family Office Services
As firms seek to gain a competitive edge and increase their ability to attract and retain UHNW clients, MFO services become a major consideration.
01/02/2024
8 Of The Most Luxurious SUVs That You Can't Buy In America
Unveiled in September 2023, the Toyota Century SUV is a new model designed to offer an alternative to the long-running Century sedan.
01/02/2024
The “psychopath” former banker earning $68k in a fortnight.
Surveys of corporate CEOs are showing more optimism than for a long while, for example.
12/29/2023
Top banks' top M&A teams by region and sector in a horrible year
At Barclays, where bankers have been pressuring for a delay to 2022 bonus decisions in the hope that late deals come in, revenues were down 25%.
12/29/2023
Wall Street banks want to forget about 2023. But 2024 may not be much better.
Many on Wall Street predict this coming year will be better, with more mergers and initial public offerings returning after a long drought.
12/28/2023
Warren Buffett has tumbled from 5th place to 10th on the rich list this year - as Big Tech rebounded and he donated nearly $6 billion
Warren Buffett has dropped from the world's fifth-richest person to 10th on the list this year.
12/28/2023
8 top recruiters you need to know if you want to work in a family office
These private investment firms are eager to poach investors and wealth advisors from private equity firms and private banks, executive recruiters told Business Insider.
12/27/2023
US banks' NIM to remain under pressure despite expected Fed rate cuts - S&P
Analysts expect NIM compression for 16 of the 20 largest U.S. banks in 2024, with a median decline of 14 basis points for the group, according to S&P Global Market Intelligence data.
12/27/2023
Will generative AI challenge authenticity in social media?
Generative AI tools are moving into social media platforms, enabling greater productivity and creativity while blurring the lines between authentic and synthetic. Younger generations are likely poised to drive its adoption—and disruption.
12/27/2023
Market Watchers See Return to ‘Normal’ in ’24
Retirement savings portfolios may see less volatility next year, say Bank of America, Goldman, LPL and Vanguard.
12/22/2023
What This Wealthtech Investor Predicts for 2024
FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.
12/22/2023
The New Models Of Wealth Management: AI And DQ
This generational shift will clearly demand a new approach to wealth management that understands the changing expectations and behaviors of future clients.
12/21/2023
Global banks see no recession, US companies are more circumspect
Real money managers are in no doubt about which side to trust.
12/21/2023
Investors haven't been this bullish since the start of 2022, Bank of America survey shows
The question of when will it become appropriate to begin dialing back the amount of policy restraint in place