08/28/2020
Pandemic has pushed philanthropic giving to new high
Research reveals that wealthy donors have given more during the COVID-19 crisis than in previous disasters
Comment, Analysis & Research
08/27/2020
Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals
AIG Life & Retirement and MIT AgeLab Study Reveals Clients Desire Wider-Ranging Conversations with Advisors
08/26/2020
Morningstar's Annual “Mind the Gap” Study Finds US Investor Return Gaps Closing In as Fund Industry Grows in Size and Maturity
Morningstar, Inc., a leading provider of independent investment research, has published its annual study of US investor returns, “Mind the Gap,” which measures how investors' actual results stack up compared with reported total returns.
08/26/2020
The financial therapists helping wealthy people cope with change
For affluent clients, a pandemic, economic volatility and political turmoil have brought on a bit of shock
08/21/2020
Only 2.8% of retirement savers made a withdrawal from their 401(k) so far this year
About 2.2% of savers took a withdrawal during the first half of 2018, according to ICI.
08/20/2020
Early Stage Fintech Hit Hardest From Pandemic
Fintech startups have seen similar ups and downs.
08/19/2020
US dollar second only to gold as good investment right now - RWC Partners
As long as currency-debasing policies abound, then gold, will remain a primary investment for the fund.
08/18/2020
Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study
51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology
08/18/2020
Bridging the social gap in ESG investing
Founder and CEO of The S Factor Co. speaks out on need for macro perspective on social issues and lack of nuance in labelling
08/18/2020
Technology and data MDs in banking spent the pandemic lining up new jobs
As we reported last week, technology jobs accounted for 17% of all new jobs advertised at leading banks in July 2020 according to data from Burning Glass.
08/17/2020
The Bank of America analyst predicts that three big risks that could slam stocks
The Bank of America has also informed that the progress is lagging behind, suggesting that Congress may have exhausted its resolve.
08/17/2020
US economic hole remains deep despite jobless claims milestone
“The direction is encouraging,” said Michelle Meyer, head of U.S. economics at Bank of America Corp., who highlighted that the labor market may be catching up to other more positive indicators.
08/17/2020
JPMorgan Lifts PT On Farfetch As 2Q Sales Beat
As North America begins to "exert less of a drag on overall consolidated growth, the possibility remains for Farfetch to show ongoing momentum for the balance of 2020.
08/14/2020
Popular stocks on Robinhood beat the market: JPMorgan
Stocks with rising popularity on Robinhood outperform others over the next month
08/13/2020
Wealth Management M&As Continued Strongly in July
The number of deals and client assets under management in June and July were the highest since Fidelity began tracking such data in 2016.
08/13/2020
Interacting with customers in the "New Now"
How is the COVID-19 pandemic changing the way companies and customers communicate?
08/12/2020
'Do I Need a Wealth Manager?' How to Find a Trustworthy Wealth Manager
That said, when thinking about how to find a wealth manager, keep in mind that not all wealth managers will be trustworthy or "fiduciary".
08/12/2020
Equity positioning is still low despite stock market rally, HSBC strategist says
Liquidity and the reduction of tail risks due to policy measures from governments and central banks are a key driver of the general upward trend, Sels told CNBC’s “Squawk Box Europe” on Wednesday.
08/12/2020
Family offices are driving innovation and being well rewarded
Global report shows that family offices are significant funders of innovative businesses and getting good returns
08/11/2020
Global commercial real estate markets feel impact of COVID-19
Cross-border investment has slowed significantly with travel restrictions, in particular inter-regional investment which declined by 61 percent during the second quarter.