02/13/2017
The Two Biggest Mistakes In Setting Up A Single-Family Office
Less than capable professionals make numerous mistakes when advising on establishing a single-family office.
Comment, Analysis & Research
02/12/2017
The End of an Active-Investing Era
Active investing’s low odds of success dictate the acceptance of passive strategies
02/10/2017
3 big ways millennials are smarter about money than their parents
But the news isn't all bad.
02/10/2017
Another management shakeup is not what Twitter needs
The company saw its slowest quarterly revenue growth since going public and gave a current quarter adjusted earnings outlook that fell well short of analyst forecasts
02/10/2017
Greenwich Associates: Active management will survive but shakeup is expected
The report cites investment strategies such as emerging markets, global equity, small cap, all cap, multiasset strategies and specialty fixed income as examples
02/10/2017
Why investors should stick with emerging markets
The huge trade imbalance created by globalisation has thus conferred many benefits on the American people.
02/10/2017
Trump leaves emerging markets in wait-and-see mode
The monthly survey of global fund managers by Bank of America Merrill Lynch in early January showed investors were underweight in emerging market equities for the first time in nine months.
02/10/2017
How To Use Exclusive Platforms To Connect With Single-Family Offices
There are a number of highly effective powerful ways to connect with single-family offices.
02/09/2017
Crow & Cushing Examines Rolling Back Regulations Like the Fiduciary Rule
Crow & Cushing thinks the new President may be aiming a bit high.
02/09/2017
UBS exploring fee-based annuities for advisers
The wirehouse would be jumping on a trend toward advisory business that analysts expect to accelerate because of the Labor Department's fiduciary rule
02/09/2017
Why Bill Gates and Warren Buffett say your friends are crucial to your career
Gates says your social circle is an important investment of time and energy.
02/09/2017
Trump Rally Propels Hedge Funds to Their Best Start Since 2013
The gains came as total hedge fund assets surpassed $3 trillion for the first time last year, according to HFR.
02/09/2017
Hedge funds and asset managers take opposing views on rates
Trading positions in US Treasury futures suggests a divergence in market opinion
02/08/2017
Always Say Never
Don’t let a client lapse an insurance policy without talking to you first
02/08/2017
Investing Legend Warns of Market Risk
Protectionist actions may be popular, but history has shown they’re counterproductive, he says. Klarman also frets that Trump’s stimulus plan “could prove quite inflationary, which would likely shock investors.”
02/08/2017
Tompkins’s Heirs Said to Tap Lazard to Sell Argentine Ranches
More than $50 million is expected from the sales.
02/08/2017
Demand for Treasuries Is Now a ‘Made in the U.S.A.’ Phenomenon
Whether that turns out to be a good thing remains to be seen.
02/08/2017
Here’s how the roll-back of Dodd-Frank could impact European banks
It seems the overall aim of the roll-back is to allow U.S. banks to do more business with fewer capital restrictions.
02/08/2017
Caixa Bank Aims to Reduce Workforce by 10,000 Employees
According to the bank, the goal is to reduce 10,000 employees from of the 30,000 who currently work at the company.
02/08/2017
This Japanese Billionaire CEO Expects to Benefit from Trump’s Deregulation
Billionaire Son pledged a $50 billion investment and 50,000 new jobs in the United States after meeting Trump in early December.