10/11/2023
Why invest in a balanced portfolio now?
But global equities retreated in the third quarter, and bond yields rose sharply.
Comment, Analysis & Research
10/11/2023
Wholesale inflation in US rises 2.2% in September, biggest year-over-year gain since April
On a month-to-month basis, producer prices rose 0.5% from August to September, down from 0.7% from July to August.
10/10/2023
Mavros Capital Launches Multi-Family Office with $500 Million in AUM, Selects Goldman Sachs Custody Solutions
Mavros is a boutique financial services firm with access to some of the most sophisticated solutions across the industry in a digital, open-architecture platform
10/05/2023
Citigroup outlines process for layoffs, reassignments in global staff memo
Employees whose jobs are eliminated may be eligible to apply for other positions, and the company will offer severance pay and notice periods where eligible
10/03/2023
Bank of Canada Warns of Risk That Firms Keep Raising Prices
Inflation re-accelerated to 4% in August.
10/02/2023
New Study Sheds Light on Crypto’s Super-Rich
The market had about 425 million users with around 0.02% of these crypto users, or 88,200 crypto investors, being crypto millionaires.
10/02/2023
Bank Analysts Sound More Optimistic On Soft Landing
There will be a positive momentum shift for growth at the start of 2024
09/29/2023
Taxing The Titans: How Bezos, Musk And Buffett Exploited Tax Loopholes
These titans of industry have amassed immense wealth, and the question of how they navigate the complex tax landscape has become a subject of scrutiny and debate.
09/29/2023
Flexjet Named One of Northeast Ohio’s Best Places to Work for the 20th Year
NorthCoast 99 Platinum Award Comes as Company Sees Record Business and Staffing Growth and Opens State-of-the-Art Global Headquarters
09/28/2023
Informing Solutions to Today’s Talent Landscape: Morgan Stanley Publishes Single Family Office Compensation Report
Salary increases in family offices remain strong, outpacing the broader U.S. market and presenting opportunities to attract top talent
09/28/2023
Why are Canadian investors more likely to break up with advisors?
Practice management expert unpacks reasons behind client disappointment, and why a logic-first approach might not be best
09/27/2023
Upgrading our US dollar view
Elevated interest rates and robust economic growth in the US relative to the rest of the world have broadly supported the US dollar over the past two months.
09/26/2023
A New Head at the Family Office Table
“I’ve always had the desire to be an entrepreneur.”
09/25/2023
Essent Group rating affirmed
AM Best noted that in the period from 2018 through the first half of 2023, Essent recorded the lowest average combined ratio in the private mortgage insurance industry.
09/22/2023
Bank of America boosts minimum hourly wage to $23
If the bank reaches its target of paying $25 per hour to its lowest-earning employees by 2025, it will have raised its minimum wage by 121% since 2010, it said.
09/21/2023
Deloitte: 85% of Women Surveyed Who Played Sports Say It’s Important to Their Career Success
Premiering during the 2023 WNBA Playoffs Presented by Google, Deloitte’s new ad campaign created by Ryan Reynolds’ Maximum Effort starring WNBA athletes aims to inspire women in sports and business
09/20/2023
UBS Global Real Estate Bubble Index 2023: Let the air go
From mid-2022 to mid-2023, real property prices in the cities analyzed fell by an average of 5 percent. The correction phase is likely to continue.
09/19/2023
Why the US dollar may be stronger for longer
If the US economy has surprised investors with its resilience, the dollar has also confounded early-2023’s expectations that it would weaken.
09/19/2023
US housing starts tumble in August; building permits jump
The housing market has been the sector hardest hit by the Federal Reserve's aggressive monetary policy tightening.
09/14/2023
Global fund managers no longer 'extreme' bearish, BoA says
Risk asset bulls on the other hand were exposed to higher-for-longer interest rates in the U.S. and a hard landing.