11/10/2022
New Altrata Report: Global Ultra Wealthy Population Shrinks by 6%
North America and Europe see sharp declines, while the UHNW population grew in China and the Middle East
Comment, Analysis & Research
11/09/2022
J.P. Morgan Releases 2023 Long-Term Capital Market Assumptions, Forecasting Best Long-Term Returns in More than a Decade
While many investors are rightly focused on elevated inflation and other near-term headwinds, inflation is expected to cool over the next couple of years and long-term return projections have shifted meaningfully higher.
11/03/2022
New Report: ABA, Oliver Wyman Examine Growing Significance of Trusted Digital Identities in Financial Services
The report also provides context around the broad set of vendors and other solutions available to help meet the identity-related needs of financial institutions.
11/02/2022
Hedge Funds: A look back at third quarter 2022 and what may happen next
Investors faced continued headwinds during the third quarter of 2022 as global central bank tightening caused equity, fixed income, and credit markets to sell off.
11/01/2022
How can I manage geopolitical volatility?
From Russia's weaponization of global energy and food prices to US efforts to decouple China from the global semiconductor sector, investors with global portfolios need to factor supply chain and policy risks into investment decisions.
10/28/2022
IG Wealth Management Study: Canadians Putting a Premium on Advice as They Navigate Current Market Environment
Ms. Van Cauwenberghe noted that, in times like these, it is especially important for Canadians to work with a financial advisor who has the knowledge and expertise to review all aspects of their financial world and ensure they have a holistic financial pl
10/28/2022
Wall St. Profits Return to Pre-Pandemic Levels
Continued support for other sectors that have been slow to recover is needed to speed recovery to their pre-pandemic levels and to help offset the decline in Wall Street-related tax revenues.”
10/28/2022
Market turbulence forcing asset managers to re-evaluate outlook – McKinsey
Mr. Kwek said some measure of belt-tightening is inevitable, but it's an interesting time in the industry because "belt-tightening does not get rid of $71 billion in costs."
10/27/2022
Stress-test financial plans to ease client anxieties
After recent turmoil, clients may be more willing to consider high-risk events
10/27/2022
Why focusing on diversity is not just the right thing to do, it's good business
The financial services industry has a big opportunity to make a difference
10/27/2022
Stress-test financial plans to ease client anxieties
After recent turmoil, clients may be more willing to consider high-risk events
10/26/2022
Nearly $70 trillion in family wealth is set to change hands. How to create a drama-free estate plan.
The silent generation and baby boomers, upon their death, will transfer an estimated $30 to $68 trillion to adult children.
10/25/2022
Billionaire Dan Och Slammed By Hedge Fund For 'Mismanagement'
A trial over the records demand is scheduled to kick off Dec. 16 in Delaware Chancery Court.
10/24/2022
Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds
While the 4,500 investors from 14 regions, who each have over $1 million worth of assets
10/21/2022
Clients Remain Patient Despite Market Volatility, Brokers and Plaintiff Lawyers Say
Since the beginning of the year the S&P 500 was down by 23%, while the Nasdaq Composite was down 34% through Oct. 19, according to the Motley Fool website.
10/17/2022
Wealthy buyers turn cautious on luxury home loans
Rising interest rates and economic turmoil have led to a climate of uncertainty, even for the super-rich
10/13/2022
Tactical US Equity Themes: 4 key opportunities
This month, the UBS Chief Investment Office reiterates their conviction in four key themes: Time for quality, Security takes center stage, Resilient spending, and Pricing power standouts. Additionally, they are closing the Reopening America theme.
10/11/2022
How High-Net-Worth Collectors Are Shaping the Future of Shopping
Close more big holiday sales by offering private appointments.
10/10/2022
RMS estimates $67bn in insured losses from Ian
The industry estimate also includes impacts from precipitation-induced inland flooding in the same regions, using footprints in the RMS US Inland Flood HD Model.
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