03/03/2017
Hedge Fund Titans Face What Comes Next as They Pass Certain Age
Are founders really wanting to let go?
Comment, Analysis & Research
03/02/2017
Drain the swamp? Dismantling Dodd-Frank is a good place to start
Here are three actions that will help Congress and the president reduce cronyism and create a more equitable path to prosperity in the U.S.
03/02/2017
This is where the ultra-wealthy want to put their cash: Knight Frank
Asia's UHNWI allocated around 29 percent of their portfolios toward real estate, compared with the global average of 24 percent, the survey of around 900 private bankers and wealth advisors representing more than 10,000 clients found.
03/02/2017
Wealth Management Sector Feels Threatened by Technological Evolution
The rapid technological change is among the four major factors causing concern for wealth management CEOs
03/02/2017
HFG Wealth Management named top wealth management firm
The development of the list is derived from information gathered from questionnaires.
03/02/2017
Protecting Wealthy Clients From Cyber Attack
Family offices and high-net-worth individuals are at substantially increased risk of cyber attacks.
03/02/2017
What sends the wealthy to psychologist’s couch?
But her big goal is to help clients develop a better relationship with money.
03/02/2017
China awards first RQFII quota for a U.S.-based asset manager to BlackRock
The move was expected to deepen financial ties between the world's two largest economies and help internationalize the yuan.
03/02/2017
Employees’ Retirement Confidence is on the Rise, but Many Not Prepared for Lower Investment Returns
Most DC Plan Participants Overestimate Likely Future Performance of Their Assets.
03/02/2017
Financial Services Awards - Why They Matter
That is where professional wealth management firms come in.
03/02/2017
Consultants and Multi-Family Office Analysts Give Rise to Stricter Due Diligence Processes in the U.S.
Analysts at the largest employee-based wealth managers and independent multi-family offices share many core responsibilities.
03/01/2017
Trump’s joint address: Investors should look over lack of detail
The lack of detail craved by the markets should not represent a major, longer-term obstacle to investors.
03/01/2017
U.S. Family Office Branches for Non-U.S. Families: The New Paradigm
That said, almost all family offices perform wealth management and investment functions on behalf of the family.
03/01/2017
JPMorgan CEO Dimon: Regulatory Reform 'Flashing Red to Green'
After Donald Trump's surprise election as U.S. president, banks' shares have soared, with J.P. Morgan's stock up nearly 30% since Nov. 8.
03/01/2017
Forbes and SHOOK Research Release Inaugural America's Top Women Wealth Advisors List
Finance isn’t an easy place for women to succeed.
03/01/2017
Has Passive Management Had Its Day?
Many investors have reaped the benefits of low-fee passive index investing, but can there be too much of a good thing?
03/01/2017
Lexington resident named Five Star Wealth Manager
He currently serves on the board of directors and as treasurer of Minuteman Senior Services.
03/01/2017
Global ultra-wealthy population grows in 2016 despite uncertainty
One key influence on income in 2016 has been the performance of stock markets in dollar terms.
02/28/2017
About Half of U.S. Advisors View RIA Business Model As More Appealing Post-DOL Conflict of Interest Rule
Mutual funds witnessed their first positive month of flows ($19.3 billion) since May 2016.
02/28/2017
One of the top hedge fund launches of the year has landed a big-name backer
Has been serving as a reference to investors for Melkman.