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Comment, Analysis & Research

01/25/2016

Managers burned by plunging price of oil

Energy-rich sovereign wealth funds pull money from firms as value of crude decreases

01/22/2016

Where will the world’s millionaires invest in 2016?

A Spectrem study shows where wealthy investors are investing their money currently.

01/22/2016

Why 223-Year-Old State Street Is Trying To Think Like Silicon Valley

On a brisk October afternoon in Boston the second floor of State Street’s Channel Center office is swarming with a mix of executives, investors and entrepreneurs who think they have the next great idea for financial services.

01/22/2016

How Boomer Parents Feel About Leaving Inheritances

One thing most of the parents had in common: They’re afraid of running out of money.

01/21/2016

Investors dash to cash, reports latest fund managers’ survey

Investors remain overweight equities and underweight bonds, and stubbornly long tech, eurozone and Japanese stocks assets now most vulnerable to a redemption/recession shakedown

01/21/2016

Bank Of America And Amex Tap Into Millennial Financial Behaviors

Additionally, coming of age and entering the work force in 2008 at the peak of the Great Recession drastically affected the Millennial perception of money management.

01/21/2016

SCHRODERS - China, oil and the Fed: what they mean for Emerging Market Debt Relative in 2016

China: not the black hole that some investors believe

01/20/2016

BNY Mellon White Paper Examines the Increasing Challenges and Potential False Sense of Security around Enterprise Risk Data Assumptions

The new role requires a significant amount of data to allow investment risks to be evaluated across all asset classes.

01/19/2016

Wealth management compensation: What U.S. financial advisers get paid

Advisers typically charge clients a fee anywhere from 1% to 1.5% on assets under management.

01/19/2016

Meet The Chinese American Bank That Wants To Become Wells Fargo

Ng, who handpicked the artwork, is proud of this collaboration with well-known Chinese contemporary artist Xu Bing.

01/18/2016

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

01/18/2016

Customer Engagement with American Affluents Achieved through Loyalty Program Design

Loyalty programs can serve as an incredibly effective method of customer retention, and engaging high-value consumers creates a significant impact on profitability.

01/18/2016

End the era of tax havens, says Oxfam

An Economy for the 1%

01/15/2016

4 Best-Rated BlackRock Mutual Funds

BlackRock Equity Dividend Investor A ( MDDVX ) seeks total return and current income over the long run.

01/14/2016

Wealthy Investors Unlikely to Share Advisors

The survey found that 48 percent of affluent investors who refer other investors to their advisor only do so “sometimes.

01/14/2016

UAE billionaire says US could lose Gulf investment if Trump wins

The UAE was the United States' largest trading partner in the Middle East in 2014

01/14/2016

U.S. Offshore Segment Accounts For More Than Half of Cross-Border AUM

Asset gathering from within Latin America has become more critical in recent years

01/14/2016

The future of the asset management industry belongs to those who are able to innovate and adapt

Growth in demand for unbundled distribution and investments is being driven by generational preferences, technology and regulation.

01/13/2016

How Muslims in the U.S. Follow the Islamic Financial System

Thousands of Muslims in Chicago use the Islamic finance system, based on Shariah or Islamic law

01/13/2016

When Investors Look Outside of the United States

America’s northern neighbor, Canada, is about as stable a financial market as you find outside of the United States

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