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Comment, Analysis & Research

06/15/2015

Will Bitcoin Finally Bring Down The House Of Medici?

In the 14th century, the Medici family used the power of its newly invented, double-entry accounting system to build a cross-border banking empire that banks still use today.

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.

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.

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