10/11/2016
The millennial is the message
Why the world’s first digitally native generation is set on investing with purpose
Comment, Analysis & Research
10/11/2016
Outsourcing Helps Advisors Manage Complexity and Build Scale
Outsourcing elements of investment management can enhance efficiency."
10/10/2016
As Wells Fargo scandal unfolds, St. Helena whistleblower recalls ordeal
The only way to meet your goals in that situation is if you game the system.
10/07/2016
Canadian M&A activity hits highest since financial crisis in January-September
After a lull in recent quarters, the traditional driver of Canadian deal activity - mining and resource M&A has begun to pick up.
10/06/2016
Investment banking fees drop a fifth in Americas
In the Americas, fees fell 19% to total US$32bil, still over half the global pool.
10/06/2016
What Is a ‘Personal Benefit’ From Insider Trading? Justices Hear Arguments
What prosecutors must prove to secure insider trading convictions based on confidential tips
10/06/2016
New Report Exposes World of Offshore Corporate Tax Avoidance
The report finds that holding these earnings offshore allows companies to avoid an estimated $718 billion in taxes.
10/06/2016
Asset Managers and Recordkeepers Identify Boutique DC Consultants as Primary Target for Growing DC Assets
Classic examples of boutique DC consultants include CAPTRUST, SageView, and Lockton.
10/05/2016
Summit Financial Advisors, a San Francisco Bay Area Based Wealth Management Firm, Publishes Two Educational Reports for Individual Investors
The independent registered investment adviser has introduced complimentary reports on important emerging trends in wealth management.
10/05/2016
For Many Financial Advisors The Five Client Solution = 50% Annual Income Increases
These numbers are based on a structural model.
10/05/2016
UHNW Clients Demand Extraordinary Attention... And Salmon
Wealth managers help oversee an estimated $21 trillion for ultra-wealthy clients worldwide
10/05/2016
Study: 73% of Fortune 500 Companies Used Tax Havens in 2015
Corporate tax dodging may be legal, but it’s certainly not good for everyday taxpayers and responsible small businesses
10/04/2016
Commercial Banking Market Research Report Now Available at Research Corridor
The Commercial Banking Market research report provides a 360 degree view of the Commercial Banking industry
10/04/2016
How an Acquisition Brought Better Tech to Bronfman E.L. Rothschild
More accurate billing and more time with clients were key benefits of new tech platform
10/04/2016
How advisers go beyond investing
The client’s assets and portfolio far outpaced previously set plans, so this seemed puzzling.
10/04/2016
Which bank do Floridians complain the most about?
Wells Fargo and Bank of America got the most consumer complaints throughout the year
10/04/2016
Financial Advisors See Growing Competition For High-Net-Worth Clients
With this concentrated focus on the wealthy, competition among financial advisors is certainly intense as reported by almost nine out of 10 of those surveyed.
10/03/2016
Investors Expect Returns 44% Higher Than What Financial Advisors Say is Realistic, According to Natixis Survey
Natixis also found that managing investors’ performance expectations is a top priority for advisors, especially given that failing to do so is the No. 1 reason investors have said they leave their advisors2.
10/03/2016
Generation X and millennials have lost life's lottery
The study found that '80s kids, including Generation X and millennials, "have much lower home-ownership rates in early adulthood than any other post-war cohort
10/03/2016
Why this high-net-worth fund manager is buying Fortis, Enbridge and Canadian banks
Canadian economy will begin to rebound later this year, partially on the back of a steadily growing U.S. economy