05/11/2022
Survey: Banking outpaces other industries in preparing to combat fraud and corruption
The survey also indicated that risk professionals believe that some investigative services firms fail to deliver value
Comment, Analysis & Research
05/10/2022
They Don’t’ Know What They are Doing
The equity market has traded sideways after recovering from the precipitous fall in mid- March.
05/09/2022
UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios
The survey found business owners tempering their hiring and investment plans and are focusing on increasing their employee benefits, IT spending and upgrading talent.
05/09/2022
Review of the week: The dollar ascendant
US monetary policy is tightening, sending the greenback higher.
05/04/2022
How fast will the FOMC raise interest rates?
The episode that started in 2004 was a little longer, lasting 25 months.
04/29/2022
Today and beyond: The next generation challenges the status quo of family business
PwC’s Global NextGen Survey 2022
04/28/2022
Small business owners are more resilient, according to a Truist survey
Owners are concerned about the economy and inflation, but remain resilient
04/27/2022
A Market Without Bounds
The reality is staring people in the face, but as has been often the case, they prefer not to believe what they see.
04/26/2022
Funding obscured: The family office behind Musk's $44 bln Twitter buyout
Musk - who is also the chief executive of electric car maker Tesla Inc (TSLA.O) and aerospace company SpaceX - revealed in a regulatory filing last week that the social media company should reach out to its family office as a point of contact regarding hi
04/22/2022
Why do People Invest in OZ? Telling Responses from JTC’s Opportunity Zones Survey
The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.
04/21/2022
Wealth Management Divisions To Big Banks: ‘You’re Welcome’
The Federal Reserve has plans to raise interest rates and to quit buying mortgage-backed and Treasury bonds, and that could spell the end of what analyst Dick Bove calls “nirvana” for the units.
04/19/2022
System Failure, And A Means Of Escape
“Things are going to get a lot worse before they get worse.” - Lily Tomlin.
04/19/2022
How Technology Can Improve the Onboarding Process
Getting new investors onboarded quickly and easily could mean the difference in whether or not they choose to work with a fund manager, so finding ways to speed up the process and make it easier for investors could be an incredible value-add for fund mana
04/19/2022
Lazard's Quarterly Review of Shareholder Activism – Q1 2022
73 new campaigns launched globally in Q1 marks the busiest quarter on record and, when combined with Q4, the busiest six-month period for activism since 2018
04/13/2022
Inflation print will embolden Fed to be aggresive on interest rates
"The Federal Reserve will feel emboldened today to press ahead with its aggressive hiking of interest rates as it looks to combat inflation."
04/12/2022
Will a cultural revolution follow Jamie Dimon?
US companies are currently still forming a bastion of "imperial CEOs", as the newspaper puts it.
04/11/2022
UBS: Again higher wages for young bankers in the USA
The reason for this second wage step within a year is apparently the competitive pressure that is intense on Wall Street in the fight for the best young bankers.
04/08/2022
Global Family Office Assets Under Management Market Size 2022
The Key players profiled in the report include BlackRock, Vanguard Group, UBS Group, State Street Global, Fidelity Investments.
04/06/2022
Brookfield billionaire reveals the secret behind its 3700pc return
That compares with about 500 per cent for the S&P 500 Index.
04/04/2022
Signature Bank Ranked #2 in the U.S. in Three Categories of The National Law Journal’s “Best Of” Survey for Fourth Consecutive Year
The categories include Business Bank, Private Bank and Attorney Escrow Services.