03/14/2017
Point72 raids Citi and Goldman Sachs for its latest junior recruits
Point72 raids Citi and Goldman Sachs for its latest junior recruits
Comment, Analysis & Research
03/14/2017
Why Boards Must Step Up To Deter Corporate Scandals
A disturbing backdrop to this story is that Wells Fargo’s fall from grace is not an isolated aberration
03/14/2017
Increased Investing Through Family Offices
A recent Wall Street Journal article highlights this new trend
03/14/2017
Brown Advisory To Host Sustainable Investing Panel at SXSW 2017
Brown Advisory is committed to making a material and positive difference in the lives of its clients through a combination of first-class performance, strategic advice and the highest level of service.
03/14/2017
US banks are still the fairest of them all: Mike Mayo
U.S. banks are winning market share from their European peers, and are further along with their restructuring
03/13/2017
U.S. Institutional Investors, Consultants Have Strong Interest in U.S. Focused Investment Products in February
The global leader in institutional investment data and analytics.
03/13/2017
Bharara Firing Marks Exit of Tough Enforcer on Wall Street, Insider Trading
Throughout his tenure, Bharara developed a reputation for overseeing high-profile Wall Street cases.
03/13/2017
Wall Street Has Found Its Next Big Short in U.S. Credit Market
Like the run-up to the housing debacle, a small but growing group of firms are positioning to profit from a collapse that could spur a wave of defaults.
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.
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.