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Comment, Analysis & Research

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.

12/27/2014

Survey ranks financial services firm Edward Jones tops in online client account information and mobile apps

The magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories.

12/27/2014

Caribbean resorts lure private equity as Canadian banks retreat

Struggling with some of the heaviest debt burdens in the world, Caribbean governments are seeking to take advantage of rebounding tourism as the U.S. economy recovers.

12/26/2014

Why you should care who backs your Houston financial adviser

When you consider a financial adviser, you're no fool.

12/26/2014

Wealth Management Tools for the Not-So-Wealthy

Betterment, Wealthfront and Acorns are a few tools for rookie investors to start building wealth

12/26/2014

5 Questions to Make Your New Year's Financial Resolutions

One place to start is how you answer these 5 “financial health” questions since a recent study showed them to have a high correlation with net worth

12/24/2014

Hedge Fund Inflows Resume, Assets Reach $3.1 Trillion

Top performing managed futures have yet to convince investors to shift allocations

12/24/2014

David Tepper Warns 2015 Poised To Be Like 1999

The Dow Jones and the NASDAQ recorded outstanding gains of 25.2% and 85.6% in 1999, respectively.

12/24/2014

Tiger 21: Ultra Wealthy Prefer PE To Hedge Funds

Hedge funds lost two percentage points from a year ago

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