04/05/2023
Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.
04/05/2023
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
04/05/2023
In this video interview with the Beverly Hills Bar Association, Samantha Klein, head of the California family law practice, discusses her professional history and explores key moments in her family law career and practice.
04/04/2023
Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.
04/03/2023
We are keeping a close eye on measures of loan affordability and on US banks’ commercial real estate lending, especially that related to offices
03/31/2023
As customers 'unbundle' their banking services, they crave personalized interactions with their banks, giving traditional institutions a chance to win them back
03/30/2023
As a result, we think it's time to increase exposure to bonds and investors holding excess cash should consider opportunities to lock in today's yields.
03/28/2023
The bigger concern for voters is the effect that recent bank failures could have on the larger economy.
03/28/2023
Financial markets remain unsettled by the lack of clarity on the government willingness to guarantee customer deposits
03/27/2023
The latest data suggests that partially empty office towers—a feature of city-centers with the rise of remote work—may remain that way.
03/24/2023
At the same time, the cumulative wealth of the top ten billionaires in the UK has grown from £48 billion in 2009 to £182 billion in 2022 - an increase of 281 percent.
03/22/2023
The report also predicts that as stocks bottom out, growth sectors will be the first to regain footing, followed by cyclicals.
03/22/2023
Our risk-first approach and thoughtful stock selection helped us deliver stable post-fee performance in our flagship schemes as can be seen in the table below.
03/21/2023
Tremors in the banking system started with the failure of California-based Silicon Valley Bank (SVB) on 10 March.
03/20/2023
These are companies with good records for increasing payouts that Petersen expects to continue doing so over the next three years.
03/17/2023
Team members should feel safe sharing ideas and constructive feedback
03/16/2023
The implosion of SVB – a storied US financial institution – has more to do with how it was run than it’s about the broader financial services industry.
03/16/2023
The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.
03/16/2023
The report emphasizes that emerging market companies currently underperform compared with developed market peers across each of the ESG pillars, according to widely accepted rankings from various agencies.
03/15/2023
Five US insurers have equity exposures concentrated in the broader bank and trust sector greater than their capital, and 17 have exposures totalling at least half their capital.