05/31/2017
Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management
High net worth millennials are proactive and curious about financial matters, the survey found.
Comment, Analysis & Research
05/31/2017
How Wells Fargo's Cutthroat Corporate Culture Allegedly Drove Bankers to Fraud
Most Americans have assumed their bank accounts are sacrosanct.
05/31/2017
Research reveals US expats don’t like tax rules for those working overseas
The survey from expat tax specialists Greenback, also found that 62% of expats reported that they did not owe any taxes last year or receive a refund. Under the FACTA rules introduced in 2010 all American taxpayers must file their foreign financial accoun
05/30/2017
Rise of the technophobe - education key to tech adoption, says HSBC
The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people
05/30/2017
Rip-off banking fees are choking company flotations, warns OECD
The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.
05/29/2017
Asset Management Fee Comtinue To Fall Across Asset Classes
The bfinance report “Investment Management Fees: New Savings, New Challenges” found that active global equity management fees have dropped by 8% since the 2010-2014 period as many big investors have embraced passive strategies, brought functio
05/29/2017
Active money management alive, but not everyone in on fun
Macquarie Investment Management also is seeing heavy inflows within its active strategies.
05/29/2017
Banks Eager For Artificial Intelligence, But Slow To Adopt
Disaster recovery is also critical and must be performed on premise
05/26/2017
Preqin: Billion Dollar Club Expands By Eight In Past Year, AUM By 6%
The Billion Dollar Club...has great influence over the industry
05/25/2017
Dismantling Public Pensions Could Blow $3 Trillion Hole in U.S. Personal Income over Next Decade, NCPERS Warns
Economic Growth Would Suffer if Pressure to Curb Pensions Continues Unchecked
05/25/2017
In green investment, it’s fight or flight
The funds pulled from errant companies are re-invested into other sectors that follow the same economic trends.
05/25/2017
Advisors' Approach Influenced by DC
Washington is on advisors' brains, Folio adds 200,000 brokerage accounts and a Michigan-based Merrill team joins Raymond James.
05/25/2017
Adopting new technologies could help banking customers, according to HSBC
Respondents were found to lack knowledge of new technologies, with blockchain, finance applications integrated into social media and robo-advisors being amongst those that are the least understood.
05/24/2017
France makes Brexit pitch to Wall Street banks in New York
Macron is promising to overhaul the labour market and simplify the French tax and pension systems
05/24/2017
Asset management looks different in 2020: Research
Forty-four deals took place in the first quarter of 2017, and Casey Quirk expects 2017’s volume to likely outpace the last two years.
05/23/2017
Global Political and Economic Uncertainty Create a New Breed of Digital Innovators
Nash/KPMG CIO Survey
05/22/2017
Here's What New Graduates Should Know Before Entering Wealth Management
Acting as a fiduciary means putting your clients’ interests first at all times
05/22/2017
On growing the pie, not eating it by Tim Price
It is also an exposure of the biggest lie in British politics: that national insurance is a separate levy which is set aside to pay for this kind of thing. It isn’t.
05/22/2017
Wirehouses use predictive analytics to shore up goals-based planning
Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience
05/22/2017
Unpacking Impact Investing -- An Emerging Asset Class
In addition, investment managers are closely examining public companies and their practices around fair pay, gender equality, socially responsible supply chains, and the environment.