06/14/2015
These are the 30 most expensive cities in the world for expats
Our ranking is based on an international spending pattern for comparison purposes.
Comment, Analysis & Research
06/12/2015
US household wealth reaches new high of nearly $85 trillion on higher stock and home values
A rising stock market and climbing home prices boosted Americans' net worth to a new high in the first three months of the year.
06/12/2015
Why the CEO of the world's biggest financial services company didn't fire anybody during the financial crisis
And while other firms were laying off workers en masse, Vanguard — which is the world's largest financial services firm with over $3 trillion in assets under management — did not get rid of a single employee because of the economic downtu
06/12/2015
ETFs Having Another Strong Year as World Economy Improves
Exchange-traded funds are on track for another strong year, with year-to-date inflows totaling $72.5 billion
06/12/2015
Using Alternatives to Boost Returns and Increase Diversification
Ultimately advisors, and their clients, are turning to alternative strategies because they provide an additional tool that can increase diversification and boost returns
06/12/2015
SS&C GlobeOp Hedge Fund Performance Index at 2.20 per cent in May
“SS&C GlobeOp’s Capital Movement Index showed net flows into hedge funds increased at a moderate 0.31% for June 2015, following May’s strong showing,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies
06/11/2015
Who earns more: FIFA staff or Wall Street traders?
The average salary of FIFA employees also puts it ahead of its European counterpart
06/11/2015
Small towns to see branch closings, Scotiabank CEO predicts
Canadian towns could see a number of bank branch closures as customers shift away from entering local branches for everyday banking, said Bank of Nova Scotia CEO Brian Porter at an event Thursday.
06/10/2015
Sky Fund launches investable index of alternative UCIT funds
Sky Fund and the issuing bank have launched a 10-year note that is linked to the performance of the SkyRank Navigator Index.
06/10/2015
Wealthy want more than a tax break from charitable donations
Multiple motivations drive donor-advised fund contributions, Fidelity survey shows
06/08/2015
Nearly half of U.S. private equity investors eyeing oil, gas funds - survey
Oil and gas have traditionally been seen as riskier assets for long term private equity investors
06/08/2015
Millennial women using technology are driven, not distracted
Refinery29 surveyed 750 women between the ages of 18 – 54 and conducted nine in-home immersion sessions in Los Angeles, Chicago and Atlanta.
06/08/2015
Wealthy View Health As Most Important Asset, Survey Says
The majority of wealthy individuals say their most important asset is their health and that their purpose in life would not change if they lost their money
06/08/2015
Packaged Portfolios Have Outperformed Advisor-Driven Portfolios Over Past 5 Years
New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.
06/05/2015
Alternative Investments Diversify Portfolios but Some Advisors Still Wary
Pershing white paper finds enthusiasm for alternatives, but some barriers to broader adoption persist
06/05/2015
Michael Kitces attacks CNBC for its top-100 fee-only list
A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions
06/05/2015
Bernanke: Financial Services Critical to Economy
The financial system supports our economy, he said, making us more productive and more dynamic
06/05/2015
Time for trading technology to grow up
Software can be tested and certified
06/05/2015
How Wall Street Pros Play the Market
Financial economists have known for a long time that asset prices fluctuate more than would seem to be efficient.
06/05/2015
The Importance Of A High-Caliber Narrative In Raising Capital From Single-Family Offices
When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.