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Comment, Analysis & Research

01/31/2017

The Connection Between Wellness and Retirement Savings

The converse also can be true, Financial Finesse indicates.

01/31/2017

Trump's Two Huge Gifts To High-Caliber Wealth Managers

In the world President Trump is creating, increases in pools of financial assets will certainly benefit investment professionals.

01/30/2017

Trump Cabinet's First World problem: omitting a few million here and there

They just omitted it in the inventory.

01/30/2017

The Markets Will Collapse As Economic Realities Sink In

This game is run every election cycle. This time around it was just worse than usual.

01/30/2017

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

FactSet is well positioned to expand with the services that IDMS offers

01/30/2017

Why Family Office Consortiums Are Such Successful Investors

These arrangements are referred to as single-family office consortiums.

01/30/2017

Data shows Asian PEs not sitting on record dry powder: Juan Delgado-Moreira

The most relevant bit of data here is effectively… the time it would take you to deploy the capital overhang.

01/29/2017

Don't Get Sucked In by These 2017 Tax Scams

The IRS has issued a list of "Dirty Dozen" tax scams. Learn how to avoid them, to minimize headaches and keep more of your dollars in your pocket.

01/27/2017

Billionaire Falcons owner says government should tackle wealth gap

Inequality is not the only thing on the billionaire's mind, even as his team heads to the Houston NRG stadium.

01/27/2017

View from the UK: Schroders' David Docherty weighs up the market impact of the Trump administration

Trump’s energetic commitment to deregulation is highly market and economy friendly and is actionable through executive orders.

01/27/2017

Nearly Half of U.S. Advisors Plan to Increase ETF Use in Preparation for New Regulatory Environment

The shift to passive reached a new plateau during 2016, witnessing flows of more than $500 billion.

01/26/2017

Harvard University to cut endowment staff and outsource its management

Other layoffs will occur by the end of 2017, according to the report.

01/26/2017

Why wealthy families lose their fortunes in three generations

In some cases, the money itself disappears, and in others it’s the family business that’s lost.

01/26/2017

Deloitte’s merger and acquisition compendium

For M&A to be successful, you can’t just make the deal, you have to make the deal work.

01/26/2017

Here's how much people make working for a hedge fund

The median pay for hedge fund executives, including bonuses, was $400,000.

01/25/2017

Seven Indicators You Should Upgrade To A Family Office

The difference between working with a slew of advisors and a family office lies not as much in competence, but in the infrastructure and overall mission.

01/25/2017

Aspiriant's focus on scale and aggregation makes it a top-tier RIA consolidator

CEO Rob Francais turns RIA sellers into owners

01/25/2017

Where high-net-worth investors are putting their money right now

All this is a strong signal that HNW investors remain in a “wait and see” defensive posture

01/25/2017

Bank of America Merrill Lynch's turn for bonuses

While it is too early for recruiters to work out exactly what happened at Merrills, expectations were that they would be in line with rival banks.

01/25/2017

Blockchain Technology could cut bank’s infra costs by 30%: Accenture

Blockchain is a type of database system that enables multiple parties to share access to the same data with a high level of confidence and security.

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