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.
Comment, Analysis & Research
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
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.