10/27/2013
US calls on Australia to put investors first
The recently released CFA Institute & Edelman Investor Trust Study shows that investors worldwide have little trust in the investment industry.
Comment, Analysis & Research
10/26/2013
America’s Wealthy Are Even Wealthier And Have A New Name: Point-Seveners
There’s a new name for the upward transfer of wealth and richest people in America and worldwide
10/23/2013
Shifting Market Dynamics Drive Demand for Innovation from Financial Advisors, Finds New Survey
Shifting market dynamics are driving increased demand from U.S. financial advisors for more innovative strategies to help investors balance risk and return
10/23/2013
Does it Matter Whether You Eat Your Own Dog Food? by Phil Banas
An ugly and somewhat unsavoury expression of obscure origins, in the software business, “eating your own dog food” means using software you have developed yourself.
10/23/2013
Asset Managers Post Outflows After Big Investors Grew Cautious
Investors pulled billions of dollars out of several large asset managers in the third quarter
10/22/2013
Creating a lasting legacy
Many high-net-worth individuals turn to structures such as charitable trusts or foundations so they can create a sizable legacy without having to be involved in the job of administering multiple contributions every year
10/21/2013
High wealth investors don't feel old until they lose their independence
The majority of people under the age of 80 don’t feel old until they lose their independence and their health
10/20/2013
Coutts' commentary - Global View from Asia - "At the cliff's edge"
Mr. Fama developed the efficient market hypothesis that share prices should have a tendency, at any point in time, to discount all known public information.
10/20/2013
Japanese Tariffs, US Can Kicking Economy & Chinese Banks by
When writing about the frustration of the Japanese premier Abe-san's at being able to implement reforms
10/20/2013
76% of Global Retail Banks Becoming More Innovative - RESEARCH
This year’s study, which surveyed 148 banks in 66 countries, revealed that as the global economy recovers, retail banks across the world are increasingly investing in innovation as a means of generating revenue and controlling costs.
10/20/2013
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
New research from Cerulli Associates finds that more than 60% of institutions' asset flows were consultant-intermediated in 2012 with the rest coming from direct sales, according to their recent survey of institutional asset managers.
10/20/2013
The Morgan Shakedown
Federal law enforcers are confiscating roughly half of a company's annual earnings for no other reason than because they can and because they want to appease their left-wing populist allies.
10/20/2013
The world is in 'gigantic asset bubble': Faber
Marc Faber, The Gloom, Boom & Doom Report, shares his views on how inflation has impacted global wealth.
10/18/2013
How to manage risks and grow family wealth
Wealth owners have come to associate risk with volatility.
10/16/2013
Investors Concerned That Global Economic Recovery Could Falter - BofA Merrill Lynch
European and Japanese Equities Retain Positive Sentiment
10/15/2013
Global Asset Managment Sales and Marketing Demands Central Coordination and Local Action
Senior employees at corporate headquarters seek to exert more control across all the firm's offices, while local teams hold on tight to their autonomy
10/15/2013
Wells Fargo, J.P. Morgan, Citibank Ranked Most Improved Reputations Among Financial Services Companies - RESEARCH
Corporate Reputations See Traction After Financial Crisis Five Years Ago
10/14/2013
Coutts' commentary - Global View from Asia - "Return to the safety of income"
The problems in the US are only symptomatic of the trials and tribulations being seen in many G-7 countries as they attempt to cut the burden of government debt.
10/14/2013
Specialist Advisors Manage Double the Average Assets per Advisor
"We estimate that only 15% of advisors tailor their business to a unique clientele, such as institutions, retirement plans, or high-net-worth investors."
10/12/2013
Fixated on Washington, Wall Street Ignores the Back Yard
Money managers usually care a lot more about corporate earnings than politics.