11/02/2016
Low-Cost Portfolios and Digital Advisors: Does Simple Mean Better?
"Nearly three-quarters of advisors we surveyed agree that active and passive investments complement each other."
Comment, Analysis & Research
11/01/2016
Hedge Fund Standards Board to hold information session on November 8 in New York
The HFSB was formed in January 2008 as the standard-setting body for the hedge fund industry.
11/01/2016
World’s largest fund managers see first decline in assets since 2011
“The decline in global assets demonstrates the impact of the challenging investment landscape and currency fluctuations on asset managers across the globe,” said Brad Morrow, head of manager research, North America, Willis Towers Watson.
11/01/2016
Wall Street banks are celebrating once again
The deals represent more good news for Wall Street dealmakers, with seven banks and six law firms winning a role on one of the two deals
10/31/2016
Bonuses for hedge fund staff expected to fall
Hedge fund professionals are tightening their belts in anticipation of lower bonuses
10/31/2016
Many firms are failing their senior-level women: study
When companies do best at engaging their workers, women and men benefit equally.
10/31/2016
Raymond James Discloses Results of 2016 Annual Dodd-Frank Act Stress Test
The information provided includes summary stress test results for both Raymond James Financial, Inc. and Raymond James Bank
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.
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