07/05/2016
What Is Planned Giving?
Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.
Comment, Analysis & Research
07/05/2016
As Clients Go Digital Some FAs Aren’t Keeping Up
But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations.
07/05/2016
Survey Reveals Large Proportion of Buy-side Firms Struggling with Non-integrated IT Infrastructures
The survey explores the challenges to growth that Global (non-North American) firms experience based on their choice of IT strategy and follows from an identical survey conducted among North American firms in February 2016.
07/05/2016
Canadian businesses still cautious, says Bank of Canada survey
Economy 'in transition and the process is unfolding very slowly,' says senior economist
07/01/2016
Battle Of The Money Managers: Citi Compares Artisan Partners To OM Asset Mgmt
OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.
07/01/2016
Bitcoin May Open Markets, Won't Hurt Incumbents: Citi Report
This was Citi's third blockchain research report.
07/01/2016
Nearly half of North Americans open to robo-advice
For half of respondents, speed and convenience is the top benefit of robo-advice, with lower costs cited by 29%.
07/01/2016
Networks and Platform Based Business Models Win in the Digital Age - Wharton
Evidence based management, big data, and machine learning provides cutting edge insights into business model performance
06/30/2016
The Pains of Starting a Fintech Bank
Everyone complains that banks don't innovate fast enough, but facts on the ground often make it hard to do so.
06/30/2016
Millennial small business owners in it for the long haul, Wells Fargo survey reports
Millennial small business owners are, however, on a mission to seek out knowledge that will help their businesses grow.
06/30/2016
How Brexit Affects Bank-Fintech Ties
When the U.K. voted in a national referendum on Thursday to leave the European Union, it created a lot of uncertainty for these startups.
06/30/2016
Donald Trump promised millions to charity, but less than $US10,000 can be found over seven years
Trump University. A book. Another book. If he honoured all those pledges, Trump's gifts to charity would have topped $US8.5 million ($11.5 million).
06/29/2016
Goldman Loses $180M Adviser To Dynasty-Backed Firm
Adviser Robby Saggu will serve as a managing director at Corient, which is affiliated with Dynasty Financial Partners, according to the firm.
06/29/2016
Who Is The Best Paid Banking CEO In America?
The company transitioned from a mutually held bank to a fully public company that saw its stock surge by 11 percent.
06/29/2016
Traditional FAs Miss Out by Ignoring Less Wealthy
Advisors may also be missing what consumers consider important, which could be keeping them from opening new accounts, according to the study.
06/29/2016
Sovereign Wealth Fund Withdrawals Remain Headwind For Fund Companies
Mooney reports data that show state-backed funds pulled at least $8.8 billion from asset managers in the first quarter of this year
06/28/2016
How Far Are Adult Kids Willing to Go to Help out Aging Parents? Much More Than Parents May Think, According to Fidelity Study
Despite this welcome news for parents, the study suggests several areas where they need to speak up to ensure their wishes are heard
06/28/2016
Traditional FAs Miss Out by Ignoring Less Wealthy
In addition, almost one in three U.S. consumers say they either own a wealth management account or have a relationship with a financial institution
06/27/2016
Brazil's recession greater risk than Brexit for Argentina: could chip 1.5 percentage points from GDP
May was the first month for which official inflation data was published since Macri took office, though annual figures were not released.
06/27/2016
Digital Transformation in Retail Banks: Potential Impact on Brand Equity, Customers, and Employees
All things digital and innovative, especially mobile access and communication, is now consuming both attention and resources at many organizations.