03/13/2017
Why Wealthy Foreign Nationals Coming To The U.S. Are Using Private Placement Life Insurance (PPLI)
One consistency is that the ultra-wealthy families are extensively engaging in inbound planning with a keen eye to tax minimization.
Comment, Analysis & Research
03/13/2017
Traditional Advisor Business Model Will Not Last
As an example of a model which he thinks works, Lohr points to investment management firm First Ascent Asset Management, which charges a flat $500 fee regardless of the size of assets managed in 10 portfolio models that can be mixed together.
03/10/2017
Preqin Private Equity & Venture Capital Spotlight
In March's edition of Private Equity Spotlight, we look at investor appetite for private equity in the year ahead, including:
03/10/2017
Global risk management survey, 10th edition
Heightened uncertainty signals new challenges ahead
03/10/2017
Global investment compliance monitoring (ICM) survey 2017
Investment managers are facing more pressure for greater ICM infrastructure efficiency and effectiveness. But where should they focus their efforts?
03/10/2017
Growing interest in ETFs by the wealthy ignites an old debate
Figures are harder to come by in Canada, but financial advisers say wealthy Canadians are opting for ETFs, too, for multiple reasons.
03/10/2017
Lessons from the wealthy
Head of RBC Wealth Management says even the ultra-rich are very disciplined with their finances.
03/10/2017
AIG’s boss to quit after bruising battle with Icahn
AIG shares rose 1.7 percent to $64.50 in pre-market trading on the news.
03/10/2017
Bonfire of Wall St analysts burns some big names
Active fund managers are seeking to reduce costs, cutting sell-side research
03/10/2017
Canadian Banks Building Strength in 2017 Through Innovation, Modernization, and Reinvention
Banking innovation and adoption of emerging technology is flourishing
03/10/2017
Why directed trusts can be effective in asset management
Its objective is to prevent misunderstandings and lawsuits by spelling out the responsibilities of trustees more clearly
03/10/2017
U.S. Markets Not Pricing In Economic Headwinds, Warns Sanctum Wealth
This, coupled with the fact that certain macroeconmic indicators in emerging markets are turning positive.
03/09/2017
The family office a new force on Wall Street
Such transactions traditionally were the province of big companies or private-equity firms.
03/09/2017
Closing the Gender Gap on Wall Street
“Until we are financially equal with men, we will not be fully equal with men.”
03/09/2017
Here's how a JPMorgan recruiter describes his perfect candidate
Almost every apprentice took a full time role at the bank in the last intake, once the programme finished.
03/09/2017
Liquid Alternatives in U.S. Managed Accounts: A Promise That Has Yet to Pay Off
A decline in alternative fund assets appears to signal a waning interest in liquid alternatives as an asset class.
03/08/2017
CFA Institute Calls on Wealth Managers to Meet Needs of Future Investors
New research indicates a gap between client desires, adviser services
03/08/2017
A Quarter of Wealthy Investors Don’t Have an Advisor, Study Says
Investors say they prefer to make their own investment decisions, an indication that advisors underestimate the need to broaden their services, according to a new CFA study.
03/08/2017
Can Halal Investing and Socially Responsible Investing Be Allies?
At one point, doubts like these almost made him leave the financial sector all together.
03/08/2017
Morningstar’s Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease
The Morningstar Global Asset Flows Report is based on assets reported by more than 4,000 fund groups across 85 domiciles.