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Comment, Analysis & Research

01/05/2016

Think you're going to win Powerball? Five tips to invest your winnings

The first step should include finding an "expert" because, after all, you don't know what you don't know.

01/05/2016

BMO Wealth Management New Year's Study: More Than Half of Canadians Plan to Make Charitable Giving a Priority in 2016

The survey results cited from the 2015 BMO Charitable Giving Report conducted by Pollara were compiled from a random sample of 1,000 Canadians

01/04/2016

Puerto Rico Is In Serious Trouble. Here's What You Need To Know.

2016 will likely bring more financial misery for the beleaguered island.

01/04/2016

The Figures of Finance Who Died in 2015

Robert Benmosche and James B. Lee Jr. were among notable people who died during the past year

01/04/2016

A Door Opens to U.S. for Chinese Investors

Smartphone apps let middle class diversify abroad; a 3-minute registration

01/04/2016

Will Hedge Funds and ‘Liquid Alts’ Do Better in 2016?

Hedge funds start the New Year with something to prove.

01/04/2016

China is biggest concern in 2016: Citi investment chief

The question is what does the real data look like," said David Bailin, who manages about $65 billion in alternative and traditional assets for wealthy clients at Citi.

01/04/2016

Delivering Investment Insights on the Year Ahead - Janus Capital

Insights From Enrique Chang, Carmel Wellso, Marc Pinto, Bill Gross, Darrell Watters and Other Janus, INTECH and Perkins Investment Professionals on Major Themes for 2016

01/04/2016

From training to trendsetting: how institutions reverse the fintech migration

Indeed, between 2007 and 2013 the number of MBA graduates entering finance fell by nearly 20 per cent, whilst the percentage of those taking up careers in tech nearly doubled.

01/04/2016

How Millionaires Protect Their Wealth (And What You Can Learn from Them)

When most people use the phrase, they're talking about relying too heavily on one person, plan or system.

01/04/2016

Is Greater Financial Inequality Inevitable?

There have been a number of solutions put forth with many of them addressing how to best tax the wealthy.

01/03/2016

Slowing growth, rising interest rates put damper on market expectations for 2016

Higher interest rates will be a drag on growth, but borrowing costs still remain low.

01/03/2016

Dominant New York corporate law firms increase market share

Skadden advised on an unprecedented $1.14tn in deals in 2015, nearly a quarter of all global deals announced this year

12/31/2015

Survey: Goldman, JPMorgan Likely To Benefit The Most From Fintech Disruption

85% of the 150 executives and investors expect selected disruption or a mix of winners and losers, while 14% think that banks face a significant threat

12/31/2015

Nightmare Is Not Over As Credit Fund Outflows Continue

Equity funds continued to receive inflows while long-only commodity funds saw a continued contraction as did emerging market debt funds.

12/31/2015

These Charts Show the Astounding Rise in Passive Management

This year brought a lot of good news for those in passive management.

12/31/2015

How Advisors Can Best Serve ‘Modern’ Families

Allianz paper shows needs of traditional and other family groupings

12/30/2015

There are officially more people doing their weekly banking via mobile phones than branches

Users aren’t just turning to mobile apps and browsers for handling simple services like checking their balance, either.

12/30/2015

PAM AWARDS 2016: Mack International Receives 4th Nomination for Best Family Office Consulting Firm

Mack International has been named a finalist for the 2016 Private Asset Management Award for Best Family Office Consulting Firm for a fourth consecutive year.

12/30/2015

Banking brief: Recap of MBA’s Independent Mortgage Bankers Conference

The conference demonstrated the critical importance of maintaining rigorous processes designed to maximize compliance

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