09/16/2015
The 10 Universities With The Largest Ultra Wealthy Alumni Population
All 10 universities on the list are located in the United States, indicating that these American institutions are able to attract students from around the globe.
Comment, Analysis & Research
09/15/2015
Global Economic Outlook Deteriorating on China, EM Concern - RESEARCH
Risk Off as Cash Holdings Reach 2008 Crisis Levels
09/15/2015
eRIAs Will Need To Grow Aggressively To Compensate Their Investors After Six Years
According to the latest research from global analytics firm Cerulli Associates, electronic registered investment advisors (eRIAs) in the United States will need to grow aggressively to compensate their investors after six years.
09/15/2015
BNY Mellon Explores the Sources of Growth in the World”s Four Largest Economies
Cox looks at Japan , America, China and India , the world's four biggest economies, by purchasing-power parity.
09/15/2015
P2P Platforms Rapidly Changing the Investment Landscape by Jose Santamaria, SS&C
Investors in P2P platforms view credit rating, risk, and return differently than do banks, and platforms have more diverse funding resources, lower interest rates, and higher returns.
09/14/2015
Smart Beta Unmasked
Looking at the returns of the S&P 500 equal-weight index since 2003, and they match the returns on the S&P 400 mid-cap index.
09/13/2015
US exchanges urged to act in HFT debate
The market is more predatory than it was before because of all these algorithms
09/13/2015
News Flash To Investors: The Bull Market Is Hale And Hearty
The resiliency the market has shown is a clear indication of its continued underlying strength.
09/13/2015
Going for broke: When athletes lose it all
His skills are undeniable -- and yet even the greats in this game know that skills fade.
09/11/2015
Wealth Managers Falling Behind On Mobile Websites
High-net-worth clients have strong expectations
09/11/2015
There's a triple threat facing sovereign wealth investors
Alaskans’ annual payout is based on the average earnings the fund generated
09/11/2015
Managers Respond to Changing Institutional Investor Preferences with Myriad Strategies and Structures
Institutions have a heightened awareness of mitigating risks and getting more for their management fee dollar.
09/10/2015
Survey of wealthy finds gender divide on health care, infrastructure
Ninety-four percent of high-net-worth investors regionally, including in Fairfield County, said health care costs were their top concern.
09/10/2015
Natixis CEO: Why the Gov't Shouldn’t Meddle In Your Investments
John Hailer says the federal government should not mandate a preference for passive index funds
09/09/2015
Private Banks and Trust Companies' Wealth Management Assets Projected to Reach More Than $5.3 Trillion by 2019
"The channel's most promising trends include: client-centric advisory models, integrating wealth management platforms, consolidating research teams and portfolio construction processes, and centralizing fee discounting decisions," Ethier ex
09/09/2015
Most Retail Investors Expect Interest Rate Hike by Mid-2016; Few Say They Are Adjusting Investment Portfolios in Advance - Morgan Stanley Wealth Management
No Consensus on Whether Rate Hike Good or Bad for Economy
09/09/2015
The Changing Face Of Wealth
The rich are different, we are told. So what does a typical billionaire look like?
09/09/2015
Wealthy’s No. 1 concern: Health care costs, survey finds
The large majority of these concerns stems from the simple fact that the baby boomer generation is now in the empty-nesting period and looking ahead at its retirement plans
09/09/2015
High net investors: Half expect recession soon
The poll includes people who have “investable” assets of $100,000 or more.
09/07/2015
Bank of America gives customers the biggest headaches in NYC
The CFPB handled more than 677,000 complaints from December 2011 to August 2015.