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Comment, Analysis & Research

12/02/2016

AIG Study: U.S. Ultra High Net Worth Clients Own Nine Homes Overseas, Prefer Property in North and South America; Multinational Coverage Needed to Cover Risk

This population owns nine homes overseas, on average.

12/02/2016

Here's what Wall Street's top performers expect from their bonuses this year

The survey takes in the views of the top 25% of performers at the top 10 firms in each business line.

12/01/2016

Low returns, high volatility top institutional investors' list of concerns - RESEARCH

With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process

12/01/2016

Why Trump's Not Enough to End Banking Woes

Concerns over global economic growth and political uncertainly may hold the Federal Reserve back from hiking rates

12/01/2016

Low-Cost Demand and Pending Regulation Amplify Pricing Pressure on U.S. Advisory Industry

The U.S. advisory industry continues to face a number of pressures from the popularity of passive investing and potential regulatory changes. Advisors are preparing for the impact that the Department of Labor's Conflict of Interest Rule will have on

11/30/2016

Huntington Recognized as Tops Among Banks for Wealth, Investment Services

The bank received the 2015 Greenwich Excellence Award for Client Likelihood to Recommend.

11/29/2016

Number of women in asset management flatlines

‘Limited leadership opportunities’ for female entrants, finds study of 26,000 funds

11/29/2016

The importance of digital for wealth managers

The adoption of hybrid and robo advisory tools will register the higher growth in two years

11/29/2016

Insourcing, Outsourcing, or Passive: U.S. Institutional Investors Consider Best Options to Cut Costs and Meet Investment Goals

As the pressure to meet assumed return targets continues for all types of institutional asset owners, many investors have been forced to look at different options in an attempt to reach their desired objectives.

11/28/2016

Why Investors Should Build Their Own Global Banks

Too-big-to fail rules are fragmenting large global banks and adding costs

11/28/2016

Invesco study - demand for factor products increasing globally

Risk diversification and increasing alpha are the main drivers for factor allocations

11/28/2016

DOL Dampens the Outlook for Variable Annuities

Cerulli projects VA sales to continue to decline at an annualized rate of close to 10% through 2017 and 2018 as the DOL Rule is implemented.

11/25/2016

Chart: How Bank of America Would Profit From Deregulation

Regulators tweaked existing capital rules and introduced new rules aimed specifically at boosting liquidity throughout the bank industry

11/25/2016

What Does a Donald Trump Presidency Mean for Canadian Banks?

For Canadian banks, rising U.S. interest rates have massive implications, regardless of whether or not the bank has U.S. assets

11/24/2016

To buy home tomorrow, Millennials should do this today

Millennials first home milestone is still several years away

11/24/2016

Mexico central bank cuts growth forecast after Trump win

The panorama for the world economy has become more complicated as a result of the electoral process in the United States

11/23/2016

1,700 People in America Are Becoming Millionaires Every Day

The vast majority of America’s working class would surely welcome an invitation into the country’s growing legion of seven figure holders

11/23/2016

10 traits wealthy people have in common

77 percent of people with at least $3 million in investable assets came from middle class or lower backgrounds

11/23/2016

Hedge funds love these 8 companies

Hedge funds have been most active in Tech, Consumer, and Health Care

11/22/2016

What are the hedge funds doing?

The top 50 hedge fund manager’s holdings had a great quarter, up 10.5% compared with only 3.9% for the S&P 500

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