07/01/2021
Cyber criminals stole more than $28 billion through email fraud from 2016-2020, according to FBI; new Chubb paper urges companies to reevaluate their business procedures and invest in updated technology defenses to help reduce exposures
07/01/2021
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.
06/29/2021
World Wealth Report 2021
The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools
06/23/2021
Great Place to Work determined the best companies based on an overall Trust Index score from their Ontario-based employees.
06/23/2021
“Digital currencies have the potential to address many practical constraints on financial services in poor countries,” said Hauner.
06/22/2021
Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.
06/22/2021
The study revealed that despite major declines at the start of the pandemic, companies deemed the most digitally mature saw valuations 23% above precrisis levels, on average
06/21/2021
Lincoln Financial Group Expands Advisor Managed Accounts Service
Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy
06/21/2021
Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.
06/21/2021
The US central bank’s nod to the surging American recovery frightened markets last week.
06/20/2021
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/17/2021
ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’
Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview
06/17/2021
BCG CEO Rich Lesser Named the Top CEO for Large US Companies by Glassdoor
Approval Rating of 99% by BCG Employees Helps Drive Number One Position in Annual Rankings from One of the World’s Largest Job and Recruiting Sites
06/17/2021
Inflation unlikely to raise further: BofA
“Investors [are] bullishly positioned for permanent growth, transitory inflation and a peaceful Fed taper via longs in commodities, cyclicals and financials,”
06/17/2021
Post-pandemic to-do: Why in-person financial advice tops the list
More Canadians are eager to see their advisor in-person than attend a concert, sporting event or visit a buffet restaurant, according to new TD survey
06/16/2021
It’s almost as if crypto doesn’t act like shares—so when the business media look at crypto, they don’t have a proper metric to evaluate.
06/15/2021
Mehta has been instrumental in institutionalising the WAMI family office by designing its governance framework, investment policy and strategic asset allocation framework.
06/15/2021
Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.
06/15/2021
Asset managers need technology to reshape product offerings and operational models, says report
06/11/2021
The results highlight a new generational divide in wealth creation from crypto, with younger investors able to earn vast fortunes from the surge in the prices of bitcoin, ether and other digital currencies.