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Comment, Analysis & Research

03/03/2017

Bank Loyalty Is At All-Time High Among Consumers

The special report is based on insights and analyses of more than 83,000 consumer responses and interviews derived from J.D. Power syndicated studies.

03/03/2017

Four HighTower Advisors Named to Forbes List of "America's Top Women Advisors"

At HighTower, more than one third of advisor teams include a woman advisor.

03/03/2017

2017 Hedge Fund Compensation Report Indicates Pay Now Aligning With Fund Performance

The goal is to provide those interested in hedge fund compensation with a comprehensive, reliable and affordable benchmark.

03/03/2017

Nearly Three-Quarters of Hedge Funds are Introducing New Fee Structures to Satisfy Investor Demand

The hedge fund industry is at a key inflection point.

03/03/2017

Hedge Fund Titans Face What Comes Next as They Pass Certain Age

Are founders really wanting to let go?

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?

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