04/01/2014
The Wolf Hunters of Wall Street
An Adaptation From ‘Flash Boys: A Wall Street Revolt,’ by Michael Lewis
Comment, Analysis & Research
04/01/2014
Islamic finance could be coming here
The US banking laws would have to be changed, but this change wouldn’t have a lot of pushback, except by bankers and those who would not want any part of Sharia law enacted.
03/31/2014
Why Thomas Piketty's Global Wealth Tax Won't Work
Thomas Piketty’s new book, Capital in the 21 st Century, purports to tell us two things.
03/31/2014
TD Bank Campaign Showcases 'Human Truths' of Banking
TD Bank, America's Most Convenient Bank(R) , today unveiled the next iteration of the brand's successful 'Bank Human, Again' marketing campaign.
03/28/2014
Is Your Pipeline Full of “Suspects” or “Prospects”?
Time is your most precious commodity. Period.
03/27/2014
Global Markets Overview - March 2014 - Towers Watson
No discernible overall trend in global asset markets.
03/26/2014
Carlyle seeking to buy a traditional asset manager
Carlyle Group LP is considering buying a traditional money manager to broaden its own investment platform, as the private equity firm tries to attract more retail investors and achieve the higher stock market valuation commanded by such managers
03/26/2014
Global investor confidence drops in March, index says
Global investor confidence fell by 2.5 points in March to 120.2 with the decrease primarily driven by European institutional investors
03/24/2014
The Web at 25 - Rothschild Wealth Management
The impact of the internet on business and the investing landscape - and the perils of forecasting
03/20/2014
In focus: Eye on the asset pie
Brendan Swift asks just how much the industry has learned some six years after the market catastrophes that defined 2007-08.
03/20/2014
U.S. Mutual Fund Product Development Tripled in Second Half of 2013
According to research from global analytics firm Cerulli Associates, U.S. mutual fund product launches tripled in the second half of 2013, compared to the first half of 2013.
03/19/2014
Investors Moving Toward a "Risk-off" Position Amid Geopolitical Unrest - BofA Merrill Lynch
Global investors are moving toward a "risk off" stance, taking on greater protection as the prospect of geopolitical instability grows, according to the BofA Merrill Lynch Fund Manager Survey for March.
03/19/2014
High-net-worth investor confidence surges to post-crisis high
The last time investor confidence levels were higher than this current level was back in March 2007
03/19/2014
Foreign Banks in America May Start Shrinking
A recent announcement by the Federal Reserve may now mean foreign banks could begin considering cutting their exposure in the U.S. -- which could have wide ranging impacts to both consumers and investors.
03/19/2014
Cerulli Projects the Direct Retail Channel to Reach $5.9T in 2016
"Direct firms continue to benefit from serving a wide array of investors, regardless of wealth or age,"
03/19/2014
Warren Buffett's Conflicting Bitcoin Views
Business Insider recently reported Warren Buffett is warning investors to stay away from bitcoin.
03/18/2014
Banks Get Lesson in Pay for Performance
As bonus season rolled in, pay has been top of the agenda for two key constituencies—bankers and private-equity executives.
03/18/2014
The US Virgin Islands' Business Lure
The U.S. Virgin Islands is attempting to lure small businesses with substantial corporate tax breaks, in a bid to create jobs and diversify the tiny territory’s $4.2 billion economy.
03/18/2014
Bank of America Tells Wealthy Investors: Real Estate Is the Place to Be
The remainder of the year is brimming with opportunity, and U.S. Trust, part of Bank of America's private wealth management sector, wants investors to know exactly where to look.
03/17/2014
Winning through customer experience - Ernst & Young
Our third Global Consumer Banking Survey looks at banking through the lens of the customer. How do customers perceive their banks? What services do they expect their banks to provide? How well do their banks deliver on promises?