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Comment, Analysis & Research

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

02/27/2017

Why Some Of The Most Successful Lawyers Are Helping Clients Find New Business Opportunities

Most lawyers are reactive in that they analyze a situation and provide courses of action – again, usually with the objective of mitigating risk.

02/27/2017

Why More And More Single-Family Offices Are Investing In Bitcoin

While bitcoins are used as currency to purchase services and products, they are also a potential asset class.

02/27/2017

Warren Buffett: Vanguard founder is my ‘hero’

Bogle's fight against this regime should get much greater recognition, Buffett believes.

02/27/2017

Global Fintech Investment declined in 2016- KPMG report

Three Chinese mega-rounds buoyed global fintech funding significantly, led by the Q2’16 Ant Financial record-setting US$4.5 B funding round.

02/24/2017

Credit Suisse’s Israeli Desk in New Tax Evasion Probe

The investigation focuses on the bank’s Israeli desk, which has hundreds of clients.

02/24/2017

CIBC chief leaves PrivateBank hanging

PrivateBancorp's stock consistently has traded about $5 per share above CIBC's takeout price.

02/24/2017

Schwab Report Confirms Accelerated Pace Of Advisor M&A

RIA transactions increased 12 percent in 2016, and Schwab doesn't expect M&A activity to slow any time soon.

02/24/2017

Facebook is racking up the likes among the world’s biggest hedge funds

Smart money loaded up on financials in the fourth quarter

02/24/2017

Emerging market hedge fund assets hit record $200 bln-report

HFR's index of emerging market returns rose 7 percent in 2016 and got off to a strong 2017 start with January gains of 3.2 percent

02/24/2017

Hedge funds may see a new dawn, analysts say—but sailing won’t be smooth

Hedge fund assets at records, but net flows are negative

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