10/06/2022
Most Powerful Women in Banking: No. 4, Mary Mack, Wells Fargo
Banking has transformed during the past 20 years and that pace seems to have quickened with advancements in technology and digital capabilities
Comment, Analysis & Research
10/06/2022
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
10/05/2022
Asset managers may regret becoming the new banks
Alphabet soup of LDI and ESG puts BlackRock and others in the financial hot sea
10/05/2022
Ninety-Four Percent of Leaders Say Future of Work Initiatives Are Important, but Less Than 20% of Organizations Designate Them as a CEO Priority for Action
A New BCG Survey of Senior Executives Found That While They View a Broad Set of Future-of-Work Initiatives as Important, Many Initiatives Are Missing From the CEO Agenda
10/05/2022
Survey: Investors Showcase Shift in Fixed Income Strategies Amid Search for Higher Returns
State Street Global Advisors’ Survey Highlights Allocation Toward Fixed Income Index and Alternative Investment Strategies
10/03/2022
How To Close The Generational Wealth Gap
Specific wealth-building actions have been isolated to only those with existing wealth and we are focused on breaking through this barrier and expanding the accessibility of wealth-building tools and strategies to all.
10/03/2022
Why inflation ‘hurts women more,’ according to Sallie Krawcheck
The index used a variety of metrics, including women’s employment rate, student debt, the Consumer Confidence Index, inflation, the gender pay gap, paid family leave, abortion access, corporate leadership, and venture capital funding for women.
09/30/2022
One in four companies globally have suffered a data breach that cost them US$1 - 20 million or more in the past three years
Four in five organisations state that a comparable and consistent format for mandatory disclosure of cyber incidents is necessary
09/28/2022
EY achieves highest growth in nearly two decades, reports record global revenue of US$45.4b
This marks one of the most successful years in the history of the organization with the highest growth seen in nearly two decades attributed to the EY NextWave strategy to deliver long-term value for EY people, clients and society.
09/27/2022
Wansheng Jerry Liu Honored Among 2022 Outstanding 50 Asian Americans in Business
Liu is involved in numerous community activities, serving as a volunteer in various charitable nonprofit organizations, and has provided pro bono legal services to indigent clients through the firm’s pro bono programs.
09/22/2022
Fed ready to bring the pain in inflation fight
US central bank delivers unprecedented third back-to-back 75 basis point hike and signals inflation battle far from over.
09/21/2022
IG Wealth Management Announces Changes to Fund Line-up to Deliver Enhanced Diversification Benefits to Clients
Effective on or about September 22, 2022, the iProfile Canadian Equity Private Pool will be amended to reflect the addition of sub-advisors to certain mandates.
09/19/2022
Billionaires: Lululemon founder pledges $76m to save Canada's wilderness
In our fortnightly round-up of the world's super wealthy, Ray Dalio makes a gloomy prediction for stocks and the economy and SoftBank founder Masayoshi Son revives discussions of a third Vision Fund
09/19/2022
Goldman faces consumer bank inquiry from the U.S. Federal Reserve: Bloomberg
Goldman Sachs declined to comment
09/16/2022
Morningstar downgrades $2.8bn Matthews Asia Dividend fund on strategy shift
The Matthews Asia Dividend fund moved from dividend payers to dividend growers, altering its profile and its response to different market conditions, according to Morningstar.
09/15/2022
How Raymond James is helping 'scared' cross-border clients
Steven Marcus saw an opportunity when he moved to Canada after 20 years on Wall Street
09/15/2022
Quantis to Join BCG to Accelerate Sustainable Transformation
“In the face of ever-pressing environmental challenges, we keep investing boldly in our climate and sustainability market leadership,”
09/13/2022
A New Mix of Internal and External Portfolio Management
This brief report focuses on strategies that can help public asset owners successfully adapt to their changing environment.
09/12/2022
State Street Global Advisors Survey: Investors Placing Greater Value on Their Financial Advisors’ Guidance Amid Uptick in Market Volatility; Nearly Half of Millennials Believe Now Is a Good Time to Invest in The Market
State Street Global Advisors Benchmark Survey1 provides additional insight as to why Gen X balks at the idea of using a financial advisor.
09/07/2022
US job market hints at progress in Fed’s inflation fight
As the Covid pandemic’s impact on the economy faded and businesses re-opened, labour supply fell even as consumer demand for goods and services increased.