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Comment, Analysis & Research

03/24/2017

The Art Basel and UBS Global Art Market Report: Key Findings

This new report places a large emphasis on the gallery sector, covering areas such as primary versus secondary sales, profitability, debt, exhibitions and art fairs.

03/24/2017

Emerging markets land top of managers' portfolios with rising rates

Distenfeld said that he now has about 40 percent of his portfolio invested in the United States

03/24/2017

Matani earns chartered financial analyst designation

He also holds the certified private wealth advisor and certified investment manager analyst designations.

03/23/2017

BCG Survey Reveals Performance Gap in Marketers’ Digital Skills Development

Skills Consumer companies are lagging in the development of essential digital-marketing skills, particularly in high-impact channels and capabilities, such as mobile, video, and testing.

03/23/2017

Americans' confidence up, but not retirement savings

While they may be happy now, workers not saving enough will likely not be content during retirement, especially if they don’t take action to correct the situation.

03/22/2017

How Smaller Boutique Hedge Funds Win Mandates From Single-Family Offices

The larger hedge funds will look more and more like traditional asset management companies.

03/22/2017

Are advisers steering wealthy clients away from 529 plans?

The findings show that advisers “do not make 529 plans a priority for investors with children,” according to the Spectrem report.

03/22/2017

1.5 Million Americans in Asia May Renounce Citizenship Over FATCA

The poll also found that 38 percent also have experienced people and/or organizations not wanting to conduct business with and/or employ them thanks to the tax law.

03/22/2017

Six from New Jersey on Forbes billionaires list

Media mogul Donald Newhouse ranked as New Jersey's richest with a net worth of $12 billion

03/22/2017

Survey shows Mexico is most attractive emerging market, India the worst

The peso’s real-effective exchange rate is close to a 21-year low, boosting the earnings outlook for exporters.

03/22/2017

What Does a Sellable RIA Look Like These Days?

The majority of RIAs are out of luck, according to the Journal.

03/21/2017

David Rockefeller, banker, philanthropist, heir, dies at 101

The cause was congestive heart failure.

03/21/2017

Benjamin F. Edwards & Co. Adds Sierra Vista, Ariz. and Metairie, La. Offices

She will assist the advisors with their office management and client service responsibilities.

03/20/2017

Hedge Fund Titan’s Surefire Bet Turns Into a $4 Billion Loss

He didn’t plan to live there — it was an investment property — but until he sold it, the apartment would make a good party space, he told The New York Times.

03/20/2017

T. Rowe Price in midst of major growth plan

The DC and DB segments have the biggest growth potential for our global investment services business in North America.

03/20/2017

Wealth of global billionnaires climbs to $7.7tn

The US has the most billionaires, with its 565 topping Europe’s 530.

03/20/2017

The World's Richest Hedge Fund Billionaires 2017

The firm's biggest fund, Renaissance Institutional Equities, was up 21.5% net of fees in 2016.

03/20/2017

How Cliff Asness Became A Billionaire By Building A Kind Of Vanguard Of Hedge Funds

Started as a quantitative hedge fund firm, AQR stands for Applied Quantitative Research.

03/19/2017

Network of wealthy Russians has sunk $100m into Donald Trump's luxury developments

The President recently insisted he has 'no deals in Russia' but investigations show lengthy list of major investments by Russian elite in his property empire

03/19/2017

Barron’s 2017 Best Online Broker Ranking

Fidelity takes the top spot, with Interactive Brokers and TD Ameritrade right on its heels

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