04/12/2023
The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires
Today, the USA accounts for 32% of total global wealth and 36% of the world’s millionaires.
Comment, Analysis & Research
04/11/2023
Market narratives keep jumping
After the market narrative flip-flopped multiple times in 1Q, the long weekend arrived just in time to provide a brief reprieve from trying to figure out what comes next.
04/06/2023
U.S. banks are dangling promotions to lock in customer deposits, analysts say
The promotions are running at a time when the failures of Silicon Valley Bank (SVB) and Signature Bank last month spooked customers, prompting them to move $119 billion out of smaller institutions.
04/05/2023
Northwestern Mutual Earns Record Showing on Latest National Ranking of Top Wealth Advisors
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
Analyzing fixed income manager performance
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
04/05/2023
The Beverly Hills Bar Association in conversation with Samantha Klein: Family law
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
Gen Z and investing: a field guide for wealth advisors — and a warning
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
Another crisis ahead? Five questions hanging over markets, answered
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
New study from Bain & Company reveals eroding loyalty among banking customers as they increasingly turn to digital-native and neobanks for ancillary services
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
Where are the opportunities in fixed income?
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
Majority of Americans don’t think banking crisis will personally impact them: poll
The bigger concern for voters is the effect that recent bank failures could have on the larger economy.
03/28/2023
US banking concerns shift from crisis to growth woes
Financial markets remain unsettled by the lack of clarity on the government willingness to guarantee customer deposits
03/27/2023
Work From Home Endures, Defying Pushback From Bosses Like Dimon
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
The Rich Are Getting Richer – But Is The Wealth Gap Worse In Europe Or The US?
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
Citi Global Wealth CIO Says This Is The Biggest Money Making Opportunity For 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
Portfolio Commentary
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
Containing or contagion? High rates take a bite out of banks
Tremors in the banking system started with the failure of California-based Silicon Valley Bank (SVB) on 10 March.
03/20/2023
March Madness for REITs? Here's a 'final four' for investors seeking dividend income.
These are companies with good records for increasing payouts that Petersen expects to continue doing so over the next three years.
03/17/2023
SVB Bridge Bank CEO to clients: ‘Give us a chance’
Team members should feel safe sharing ideas and constructive feedback
03/16/2023
The Venture Capital Industry Loses its Deposit
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.