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Comment, Analysis & Research

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.

02/28/2017

Fintech in Canada: Will the disruptors be disrupted?

In Canada in 2016, the OSC unveiled its LaunchPad project, a fintech hub aimed at supporting new and early-stage fintech businesses.

02/28/2017

Futures flat ahead of Trump's address to Congress

Markets could be influenced by a clutch of data including the second estimate for fourth-quarter gross domestic product

02/28/2017

A Man's World: The Gender Pay Gap In Famly Offfices

Further analysis can look at whether this effect holds in other top positions

02/27/2017

What currency fluctuations mean to an investor’s portfolio

At the start of 2014, it cost approximately $1.35 to convert U.S. currency to one euro

02/27/2017

Warren Buffett upbeat on US business growth

Mr Buffett, who supported Democratic candidate Hillary Clinton in the US presidential election, did not address Donald Trump's policies.

02/27/2017

Private equity losing out to strategic buyers

Buyout groups’ share of dealmaking falls to lowest since 2009, research shows

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