02/07/2017
Assets of the 1,000 largest U.S. retirement plans hit record level
Defined contribution assets growing faster than defined benefit; Growth varies significantly between public and corporate plans
Comment, Analysis & Research
02/07/2017
Is Private Equity Investment in Insurance Agencies Always a Good Thing?
This widespread investment activity by PE firms has driven up both demand for agency acquisitions and the amount being paid for them.
02/07/2017
Chinese corporate spending spree benefits Switzerland
The Chinese company had previously bought Swissport.
02/07/2017
Financial Education For Entertainers And Athletes
In a study of 165 talent agents and managers, more than nine out of ten report that a percentage of their most successful clients has little or no understanding of how to think about and manage money.
02/07/2017
Many Smaller Hedge Funds Are Raising Assets From Wealthy Investors And Single-Family Offices
Smaller hedge funds are those with US$500 million or less under management.
02/06/2017
Trump issues orders to review banking law and retirement advice rule
The first thing that we are going to attack is regulation, over-regulation.
02/06/2017
How Trump's billions, and the billions of those surrounding him, help explain their incompetence
His cabinet-in-waiting and inner circle is undoubtedly the richest ever assembled.
02/06/2017
Violette honored as Five Star Wealth Manager
The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, and is a general agency of The Guardian Life Insurance Company of America.
02/06/2017
Could another transatlantic merger be in the works?
Nonetheless, both firms are already vetting the merger to see whether the firms fit culturally and financially, the publication said.
02/06/2017
Ronaldo tops Forbes rich-list
Following close behind in second place with earnings of 81.4 million dollars is Barcelona ace Lionel Messi.
02/06/2017
Survival in a Low-Fee World
Cerulli suggests advisors explore alternative pricing models.
02/03/2017
How To Build A Successful Wealth Management Team
It behooves financial advisors to be as economical in their efforts as possible.
02/03/2017
Trump's US stimulus: Likely to drive inflation rather than jobs - Schroders
Meanwhile trade protection effectively limits the available supply of goods to a market, thus increasing upward price pressure. The same can be said of measures to prevent companies from trying to reduce costs by relocating abroad. Inflation remains the m
02/03/2017
Billionaire Dan Loeb Is Preparing To Make A Major Bet On Marketplace Loans
Prior to Election Day, Loeb had said he reduced his market exposure and increased Third Point's hedges
02/02/2017
Jeff Vinik takes stake in Tampa hedge fund service firm eager to woo asset managers here
It has grown to ten people in the home office with another four marketing specialists in such key investing towns as Boston.
02/02/2017
Indian IT sector warns against US visa bill
The Lofgren Bill contains provisions that may prove challenging for the Indian IT sector
02/02/2017
How To Build A Successful Wealth Management Team
If the wealth manager is part of a larger financial institution, the requisite specialists might be employees of the firm.
02/02/2017
Fidelity M&A Report
What they’re looking for are similar client service abilities and human capital.
02/02/2017
Just one in five banks and insurers confident they could detect a cybersecurity breach
Upcoming GDPR Regulations to Spur Action, Greater Transparency with Consumers
02/01/2017
Private Jets, Parties, And Plenty Of Planning: How The Super Rich Will Watch The Super Bowl
Ultra High Net Worth (UHNW) fans come from all over the world.