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Comment, Analysis & Research

01/01/2015

Will U.S. Markets Maintain Lead Into 2015?

As 2015 gets under way, investors face a divided landscape: an improved U.S. economy and weakness just about everywhere else.

01/01/2015

Private Equity Not So Private as Fees Revealed at Blackstone

Two of the biggest private-equity firms are disclosing fees that had largely been hidden as U.S. regulators demand increased transparency from the industry.

01/01/2015

Activists Are on a Roll, With More to Come

Shareholder activists targeted sellers of everything from breadsticks to Botox in 2014.

01/01/2015

Something new for 2015: fatter paychecks

Enjoying gas prices? How about the cash still in your pocket after each fill-up?

12/31/2014

Volatility feeds investment focus

In previous years, this type of advice may have fallen on deaf ears

12/30/2014

Financial Advisors Live In a Meritocracy

We live in a time where consumers have an abundance of options

12/30/2014

Global household wealth increases by 8.3%

Credit Suisse provides the most comprehensive and reliable source of information available on global household wealth.

12/30/2014

Activist hedge funds, CTAs Big Winners In 2014

While nearly half of fund managers expected to return between 5% and 6% at the end of 2014

12/30/2014

While you were sleeping: Fresh US records, Greek elections

Greece’s ASE Index closed with a loss of 3.9 percent

12/30/2014

Investors eye 2015 with big appetite for hedge funds

Wealthy investors are poised to put at least $90 billion into hedge funds next year, even after returns have largely been lackluster this year, research firm eVestment said on Tuesday.

12/30/2014

Buildling A Wealth Management Team

The rewards for financial advisors who transition to a wealth management orientation are significant.

12/30/2014

As wealth gap divides the rich from others, tangled feelings intrude in sibling relationships

When Jayson Seaver thinks about why he makes so much money while some Americans can't catch a break, he thinks of the sacrifices he's made, the jobs he worked to pay for college, the 12-hour days he spends at the office now.

12/29/2014

Investors Beware: Financial Experts Might Be Making Huge Mistakes with Their Forecasts For 2015

We’d be entering 2015 in just a few more days and this is a time when you’d see the financial media start pumping out outlooks that financial experts have for the upcoming year and how investors should invest.

12/29/2014

A No Man’s Land of Wealth Management

Over a few rounds of Christmas cheer, we were discussing the many ways traditional advisers help their clients.

12/29/2014

Manulife’s focus on wealth called ‘positive’ for invest

Manulife said the New York Life transaction will be only modestly accretive to core return on equity in the medium term, with no material short-term impact to core earnings per share.

12/29/2014

Banking industry is on course for 'next collapse'

Double entry accounting helped give birth to banking as did trade. A method to exchange credit for purchases for business was needed.

12/29/2014

Wells Fargo: Focus On Wealth, Brokerage And Retirement Continues To Pay Dividends

Wells Fargo Wealth, Brokerage and Retirement operating segment is one the largest wealth managers within the United States.

12/28/2014

The 25 Best Skiers On Wall Street

We’ve also found some younger skiers who are heading to Wall Street when they’re finished with school.

12/28/2014

JPMorgan Embraces 'The World's Dumbest Idea'

We believe customers are number one. Employees number two. Shareholders number three

12/27/2014

U.S. Economic Growth Is Strongest Since 2003

The U.S. economy posted its strongest growth in 11 years during the third quarter, supported by robust consumer spending and business investment.

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