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Comment, Analysis & Research

08/18/2016

Black-owned banks are disappearing at an alarming rate

Minority owned institutions were hit even harder.

08/18/2016

Time to Redefine “Wirehouse,” “Regional” and “Independent”?

Advisors who want to transition their business need to know these distinctions, but many apparently do.

08/18/2016

Patterns of Behavior That May Warrant Taking A Different Approach with Female Investors

There is still relatively little differentiation across firm products and platforms to target female investors.

08/17/2016

Presidential Politics Shape Outlook for Latin America's Asset Management Industry

These findings and more are from Latin American Distribution Dynamics 2016: Keys to Gaining a Foothold in Increasingly Globalized Market, a report developed in partnership between Cerulli and Latin Asset Management.

08/16/2016

Higher Fees Increase Law Firm Revenue by 4.1 Percent

The growth was primarily driven by an average billing rate increase of 3.2 percent

08/16/2016

Investment research firm: Financial services can withstand fintech threat

New technologies such as online bill payment have made it more inconvenient to switch bank accounts.

08/16/2016

What’s Culture? No Bonuses to High-Ranking Partners at Gibson Dunn

The firm’s culture is oft-cited by The American Lawyer and others as a point of strength.

08/15/2016

Sexism still rife in asset management

Female fund staff say there has not been enough progress for women in the industry

08/15/2016

Millennials' distrust of banks is spawning a new breed of startups

They tend to trust technology more than the recognized stalwart brands, like a J.P. Morgan Chase or a Wells Fargo.

08/11/2016

RCBC says it keeps ties with US banks despite heist role

A correspondent bank provides services, such as facilitating wire transfers or accepting deposits, on behalf of another bank.

08/11/2016

SS&C GlobeOp Hedge Fund Performance Index: July performance 1.83%

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for July 2016 measured 1.83%.

08/11/2016

LatAm Criminals Suspected of Stashing Drug Money in U.S. Shell Companies

Americans spend $65 billion on illegal drugs every year, but only $1 billion, or roughly 1.5%, of that money is seized per year, says the report citing the Office of National Drug Control Policy.

08/11/2016

Wall Street bankers’ bonuses expected to decline

Wall Street companies have seen bond trading revenue contracting for about seven years, as new trading regulations are cutting profits.

08/11/2016

Latest Article by "Pillar Wealth Management, LLC" Explores the Nature of Ultra-High Net Worth Families

The article further points out that ultra-high net worth investors often harbor a deep fear of loss

08/10/2016

The hedge fund industry has a problem

The industry now has as many as 11,000 funds worldwide, managing about $3 trillion in assets.

08/10/2016

Wall Street bankers are revolting against Donald Trump

The Trump campaign did not respond to multiple requests for comment.

08/09/2016

New Study: Data Theft Rising Sharply, Insider Threats Cited as Leading Cause

New Ponemon Institute Report Finds Most Employees Have Too Much Access, Multiplying Damage When Accounts Are Compromised

08/09/2016

Inside The Family Office: Mind The Gap--Philanthropy Across Generations

Family offices and financial advisors are often tasked with the duty of hosting or mediating a meeting amongst key members of the family

08/08/2016

How Parents Can Teach Kids to Go for the Gold with a Financial Decathlon Challenge

They’ve provided 10 financial exercises to teach kids about personal finance, helping them on the path to financial gold.

08/08/2016

A tactical hit ahead in emerging markets equities?

The Philippines's property developer rose from 3.60 to 4.30 pesos this spring. Russian bank Sberbank is up 70 per cent from its lows last year.

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