05/05/2016
New Research Reveals State of Content Marketing Within Asset Management
Developing a strategy and producing content frequently enough are the two biggest challenges to initiate and sustain a content marketing program
Comment, Analysis & Research
05/05/2016
Packaged Portfolios Frequently Outperform Their Advisor-Driven Counterparts
Digital advice firms are partnering with advisors to deliver packaged offerings to low-balance accounts in a scalable way.
05/05/2016
What might a President Trump mean for investors? by Tilney Bestinvest
Trump is at heart a protectionist who wants to impose trade tariffs, renegotiate NAFTA and who has lined up with the blue collar workers of "Main Street" against Wall Street.
05/05/2016
Funded Status of U.S. Corporate Pensions Falls in April, to 79.9 Percent
Over the course of April, liabilities grew by 1.6 percent, which outpaced a modest 1.2 percent return in assets.
05/04/2016
Good news and bad news in latest BoA Merrill Lynch report
BoA Merrill Lynch estimates global output is set to contract year-on-year for the first time since the first quarter of 2013 as OPEC growth no longer offsets non-OPEC declines.
05/03/2016
Two Sigma Co-Founder `Very Worried' Machines Will Take Jobs
David Siegel, co-founder of $35 billion quantitative hedge fund firm Two Sigma, says he’s “very worried” that machines could soon cost large swaths of the workforce their jobs.
05/03/2016
World's Biggest Investors Step Up Action to Protect Millions of Pensions from Climate Risk
Pension funds account for nearly two thirds of the index (322) and insurers nearly a quarter (118).
05/03/2016
These banking staff are most at risk of job loss
Banks have cut tens of thousands of jobs since the 2008 financial crisis as global regulatory changes have shattered the old banking models.
04/29/2016
Washingtonian Magazine Names Convergent Wealth Advisors' Sheila Stinson among Top Financial Advisors of 2016
The publication's April issue ranks the top fee-only advisers in the Washington metro area and hit newsstands at the beginning of the month.
04/29/2016
Fidelity Launches Expanded Private Equity Platform for Financial Intermediaries
Fidelity’s alternative investments platform, launched in October 2013, provides research, education and third-party due diligence, as well as access to a wide range of alternative investment products.
04/29/2016
Investors’ views on bonuses, talent pools and value creation poles apart from CEOs- but they agree on cyber threats and key markets
Redefining business success in a changing world
04/29/2016
Here's How Much Tax Cheats Cost the U.S. Government a Year
Ultimately, the tax collectors at the I.R.S. think they will recover about $52 billion of that lost revenue, resulting in a net tax gap of $406 billion annually.
04/28/2016
UBS Wealth Management Americas Announces “ElectionWatch 2016” Client Program
UBS Wealth Management Americas will produce ElectionWatch 2016, a series of events and dynamic content designed to provide UBS clients with unique insights into the 2016 presidential election process, potential outcomes, and their policy and market implic
04/28/2016
Why Active Investment Management Comes Up Short
We all know that indexing is cheaper than active management, in which a fund manager selects specific assets for investment.
04/28/2016
In Hedge Fund `Killing Field,' Smoldering Fears Suddenly Ignite
The troubles for these billionaire and multimillionaire money managers, singled out already by U.S. presidential hopefuls
04/26/2016
Study: 75% Of Affluent Millennials Get Money From Mom And Dad
The study also confirms the Boomerang trend, with 63% of Millennials saying they’d moved back in with their parents at some point, compared with just 35% of Baby Boomers.
04/26/2016
From Investment Advisor To Wealth Manager And Increasing Income From 40% To More Than 100%
Financial advisors who successfully made the transition have often seen their incomes rise by 40 percent to more than 100 percent.
04/26/2016
Family Office FFO AdProminent Athlete Adds Prominent Athlete Clients Including Draymond Green
FFO also inherits Compass Management Group executive Daniel Sillman, who will work as an advisor for FFO while continuing his role as Director of New Business Development at RSE Ventures, a sports, media & entertainment investment company co-founded b
04/26/2016
New Spectrem Report Examines the Evolving Attitudes and Mindsets of America's Wealthy Investors
Sharing regular perspectives about these important life milestones and issues can strengthen wealthy investors' ability to make those decisions
04/25/2016
United States Tops Philanthropic Giving According to the 2016 BNP Paribas Individual Philanthropy Index
Bank of the West Wealth Management uses the Philanthropy Index to better serve its clients with an understanding of the goals and objectives of the world's most impactful philanthropists.