04/10/2017
Philanthropist dollars often come with strings attached
One thing that is changing is that its power relative to government is growing.
Comment, Analysis & Research
04/09/2017
Wall Street Made Charles Murphy Successful and Rich, but Happiness Eluded Him
After his apparent suicide, friends say the brilliant, commanding, sometimes abrasive banker suffered from depression—and grew despondent maintaining the charmed life he built for his family
04/08/2017
Inside OppenheimerFunds’ Elite Family-Offices Unit
A seminal UBS study in 2014 revealed that affluent millennials were keeping 52% of their portfolio in cash
04/08/2017
The Rise And Fall Of The Hedge Fund Billionaire
The hedge fund billionaire is in a fight for his figurative life.
04/08/2017
$20 Million for Rent? Why Even Luxury Brands Can’t Afford New York Anymore
Diesel and Juicy Couture have also closed stores on Fifth Avenue, with the former relocating to the nearby Madison Avenue.
04/07/2017
Half of Affluent Millennials Are Planning To Switch Advisory Firms
J.D. Power's U.S. Full Service Investor Satisfaction Study, now in its 15th year, measures overall investor satisfaction with wealth management firms.
04/07/2017
Reinventing Brazil's economy
He served two terms as Brazil's central bank governor.
04/07/2017
Equity Rally is Bad News for Bearish Hedge Funds
At the same time, though, stocks which expected equities to drop in this period are facing even more losses.
04/07/2017
Most Americans unwilling to give up privacy to thwart attacks
That's up from 67 percent who answered the same way in June 2013.
04/06/2017
Dispelling the Myths of the Gender “Ambition Gap”
Our findings show clearly that women start their careers with just as much ambition as men.
04/06/2017
Qatar's Santander Brasil offering prices below suggested tag -sources
Santander Brasil, as well as underwriters Bank of America Merrill Lynch and Credit Suisse Group AG, did not have an immediate comment.
04/06/2017
New Spectrem Study of Affluent Investors Reveals Broad Array of Attitudes on Important Financial Issues including Social Security, Taxes, Student Loan Forgiveness and More
The report is based on surveys with investors whose household net worth ranges from $100,000 (not including primary residence) all the way up to those with a net worth up to $25 million.
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."
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