09/13/2023
‘A lot, lot worse than an index fund’: Gundlach fires back at Bill Gross’s barbs
The billionaire bond manager said it was ‘sad’ that Gross publicly criticized him at the Future Proof conference.
Comment, Analysis & Research
09/13/2023
Some Wealth Managers See Growth in Branching Out to Retirement Consulting
One of the commonly missed opportunities for growing a retirement or wealth advisory business is executive financial consulting, according to an M&A expert from Marshberry.
09/12/2023
US shoppers are still at the wheel of the world economy
At the end of the US summer, macroeconomic indicators and corporate narratives point to the spending trend continuing.
09/12/2023
US still looks on course for softish landing
The S&P 500 fell 1.3% last week amid renewed concerns that a hot US economy could lead to further tightening from the Federal Reserve.
09/11/2023
Why Wealth Managers Must Focus On Retail Investors (And How)
Despite the attractiveness of this cohort, the market needs of retail investors are unfamiliar territory to traditional firms.
09/08/2023
Asia’s ultra-rich population records largest drop in the world. Here’s how North America and Europe did
Asia’s ultra-high net worth population decline marked the largest regional fall in the world, a recent report by Altrata showed.
09/04/2023
BlackRock is wrestling with succession planning. Here's the latest news on the biggest money manager.
BlackRock is the largest asset management firm, overseeing $9.4 trillion as of June.
09/04/2023
Private market insured losses from Hurricane Idalia to be $3-5 billion - Moody's RMS
The estimates represented insured losses associated with wind, storm surge, and precipitation-induced flooding caused due to the hurricane.
09/04/2023
Electric vehicle makers to face intense competition, report warns
Companies including Tesla and BYD have to boost investments in China, Europe and North America, IDC says
09/01/2023
Anti-ESG asset manager Strive launches ‘Faang 2.0’ ETF
New passive fund will track fuel, aerospace, agriculture, nuclear and gold sectors, rather than the US tech giants which spawned the original acronym.
09/01/2023
Continuous learning gives U.S. Bank a technology talent edge
Many companies today are rapidly adopting new technologies and tools to improve overall efficiencies, improve customer and client experiences
09/01/2023
Policy rate uncertainty set to persist
August was a tough month for investors with both US stocks and bonds in negative territory.
08/29/2023
Survey reveals age divide in use of AI for finances
Many who remain skeptical may be using the technology already
08/29/2023
How are Canadian wealth clients changing their preferences?
New report exposes East-West divide in switching plans, a shift away from asset consolidation, and appetite for virtual – not digital – engagement
08/29/2023
Can the US consumer fight the Fed?
US growth since the second quarter appears unique in a slowing global environment.
08/28/2023
US banks: Do American consumers still trust them?
This is made worse by traditional banks’ customers being targetted by challenger banks, which provide seamless, UX-focused offerings.
08/28/2023
Greed in America: Exploring the Impact on Society and Economy
In recent years, greed has become a prominent issue in American society.
08/28/2023
Canadian economy set to show marked slowdown in second quarter, giving central bank cause to pause
The BoC raised its benchmark rate to a 22-year high of 5% in July.
08/28/2023
U.S. growth, a puzzle to policymakers, could pose global risks
That sort of policy shock, at a moment of U.S. economic divergence
08/25/2023
Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
This primer is an overview of the risks associated with common issues high-net-worth (HNW) families face and how to navigate them.