12/19/2012
The Beverley Hillbillies and the Fiscal Cliff by Terry Smith
As the US Fiscal Cliff melodrama heads towards its climax I thought I would offer an observation based upon the 60s US TV sitcom series-the Beverley Hillbillies.
Comment, Analysis & Research
12/16/2012
How I Helped the North Koreans Launch their Rocket by Justin Urquhart Stewart
It is going to be interesting to see just how well they really want to know their Mexican and Columbian gangster customers.
12/16/2012
KPMG Survey: Senior Execs Weigh In on Fiscal Cliff
The survey reflects the responses of more than 2,500 members of the Tax Governance Institute.
12/16/2012
Michael G. Palin's 15th Annual Christmas Fun Quiz
Welcome to my fifteenth annual Christmas Charity Quiz! Internet search is acceptable these days - so some sections don’t have easy or straightforward answers! For competitors please submit your answers to me by 15 January 2013.
12/11/2012
Banks Improve Customer Satisfaction - RESEARCH
Customer satisfaction at Bank of America is at a 10-year low, according to a study due out Tuesday.
12/05/2012
$31 Billion Revenue Opportunity With Younger, Tech-Savvy Investors - RESEARCH
Wealth Management Survey Reveals Financial Firms Can Avoid Significant Wealth Attrition by Courting Younger Investors With Preferred Technology and Services
12/05/2012
U.S. household wealth rises to near 2007 high
Rising home prices helped drive the increase in the latest quarter
12/02/2012
Morgan Stanley CEO: More bank deals on the way
James Gorman says 'Too Big to Fail' isn't a problem in the U.S.
11/29/2012
What Millionaire Women Want - RESEARCH
What millionaires are thinking and doing can be a strong indicator of certain financial trends. Fidelity's fifth Millionaire Outlook reveals how millionaires' background, financial outlook and goals have greatly impacted their investment behavio
11/29/2012
Outlook for the global financial markets in 2013 - Julius Baer Gruppe
"2013 - the year after": low growth, record-low interest rates, an investment Ice Age - further challenges ahead for investors
11/27/2012
Buffett renewing call for millionaire’s tax
As the country approaches the fiscal cliff, Obama has insisted that Bush-era tax cuts — set to expire at the beginning of 2013 — expire for families making $250,000 and above.
11/27/2012
Digital Media The Key To Engaging The World's Wealthy - RESEARCH
The study, titled "The Futurewealth Report: The Digital World of the Futurewealthy," surveyed 3,477 respondents from across the world with an average $1.9 million in assets.
11/27/2012
Millionaires Worry Their Children Will Succumb to Affluenza
Can wealth be harmful to children? That’s one of the top worries of Millionaire parents.
11/27/2012
Private Bank vs. Family Office by Phil Banas
The battle for the UHNW dollar is intensifying, particularly in Asia.
11/26/2012
Small business owners focused on job creation - RESEARCH
A recent survey by U.S. Trust (Bank of America Private Wealth Management) is being highlighted by The Lending Circle concerning job creation in America that is largely driven by small business. The survey shows that the majority of business owners feel it
11/26/2012
Tough start to 2013 but US can be catalyst for global growth - Barings
On-going issues in the Eurozone and the looming US ‘fiscal cliff’ will create an uncertain environment for investors until the beginning of 2013, according to Baring Asset Management.
11/25/2012
Managing Ethics Programs in the Workplace
Organizations can manage ethics in their workplaces by establishing an ethics management program.
11/25/2012
Too quiet on the western front by Tim Price
Your endorsement of Mr Obama and his policies for a second term reminded me of Samuel Johnson’s aphorism, that getting married a second time represents the triumph of hope over experience.
11/25/2012
Black Sales - Red Budgets
Happy Black Friday. So is the US consumer rising in confidence? All will be revealed once the first figures are out following Black Friday.
11/22/2012
Bullish bankers struggle to adjust to bonus cutbacks
Self-confidence and betting on long odds are part of their DNA and so, while expecting the financial industry to slash bonuses this year, many bankers think it will not happen to them.