10/31/2016
Latin American growth to revive as central banks prepare rate cuts
Latin America has struggled in recent years with the sharp devaluation of the commodities it exports, such as oil, iron ore and copper.
Comment, Analysis & Research
10/31/2016
Service Providers Seeking to Court Investors Should Reinforce Ease of Establishing a New Relationship
Cerulli's latest report, U.S. Financial Brands 2016: Navigating the Brand Engagement Process, is the outcome of a partnership between Cerulli Associates and Phoenix Marketing International.
10/30/2016
Dollar rally is over, says JPMorgan Asset official
That “glacial” pace of policy-tightening means the dollar’s world-beating rally since mid-August is over
10/28/2016
National Bank expects to take a charge of about $175 mln in Q4
National Bank of Canada - as a result of restructuring measures, just over 600 employee departures are expected
10/28/2016
US banks might outperform their European peers, but there’s cause for comfort than concern
European banks struggle to keep their share price stable, their counterparts at the Wall Street seem to be doing a much better job
10/27/2016
Does Boston need a bank just for millennials?
The board of Admirals has approved the transaction, and now it’s up to federal regulators to bless the deal.
10/27/2016
Asset Managers Developing Strategic Beta Should Not Overlook the Defined Contribution Market
The majority of product development has occurred within the ETF wrapper
10/27/2016
BBVA Compass, Opportunity Finance Network join forces to cultivate new generation of leaders in affordable-lending space
They launch Opportunity Fellows Program to develop, educate CDFI leaders
10/27/2016
How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
10/27/2016
Wealthy Baby Boomers Set Standard For Millennials’ Wealth Management, According To SEI Survey
The digital survey was conducted among 282 ultra-high-net-worth individuals.
10/27/2016
Shadow Insurance The Next Financial Sector Crisis?
Reinsurance, also known as insurance for insurers or stop loss insurance
10/26/2016
2016 U.S. Trust Study of High Net Worth Philanthropy Reveals Positive Giving and Volunteering Forecasts for the Coming Years
New Study Offers Insight Into the Motivations, Expectations and Behaviors of Various Demographic Segments of Wealthy Donors
10/26/2016
The case for more U.S. infrastructure investment by the private sector
Many new U.S. infrastructure funds are designed to offer investors the possibility of higher income in exchange for taking some additional risk
10/26/2016
Why Women Aren’t Making It to the Top of Financial Services Firms
But this seemingly impressive statistic disguises an underlying lack of progress of gender equality in financial services.
10/26/2016
Private Equity Firms Distribute Record $443bn to Investors in 2015
In third successive year of record distributions, private equity investors receive record net capital flows of $217bn as call-ups decrease
10/25/2016
The best cities for building wealth in 2016: Some of our top picks may surprise you
There's a big variation in the housing markets across the United States
10/24/2016
The coming wave of M&A for advisory companies
Competitive pressures on smaller firms present opportunity for deal making
10/24/2016
Banking on wealth’s rise
The past decade has seen a number of financial institutions move into wealth management and other lines of business that provide revenue
10/24/2016
Cerulli's U.S. Market Sizing Shows 1.7% Year-Over-Year Growth Rate in Addressable Assets
Cerulli recommends that firms should continue to invest in distribution professionals and educational programs to get advisors comfortable with using alternatives.
10/24/2016
More Bad News for Hedge Funds
Scandal has accompanied some funds’ misfortune. Four months ago,