12/30/2020
On liquidity, Haefele writes, the goal should be to set aside enough cash, bonds, or credit lines to cover the cash flow that would otherwise be pulled out of your portfolio over the next two to five years.
12/30/2020
The lockdowns and the digitization surge during the corona crisis have shown that the outsourcing of operations to other countries makes banks vulnerable
12/30/2020
Today Dezan Shira & Associates is now living in its fifth office location and currently employs about 30 staff in the city.
12/30/2020
The division’s $21 billion in consumer loans implies a tangible book value of $1.6 billion, based on the capital typically carried by other U.S. retail banks.
12/30/2020
The logic that compelled Standard Life and Aberdeen to merge is still persuasive.
12/30/2020
With developed market yields stuck at zero, EM local bonds look increasingly attractive, especially given these economies' strong fundamentals.
12/30/2020
The case of Georg Wohlwend in neighboring Liechtenstein illustrates just how quickly: the chairman of Liechtensteinischen Landesbank, or LLB, stepped down suddenly last month amid an insider trading probe.
12/29/2020
This share, listed in London, should be a reasonably straightforward way to double your money in 2021.
12/29/2020
Wells Fargo/Gallup survey finds more people developing estate plans, though large percentage remain without a will or estate plan
12/29/2020
The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.
12/29/2020
It comes as investors around the world focus on rebalancing portfolios for 2021, after a year no-one expected.
12/29/2020
Especially on social media, if you want to be sexy this 2021, you need to get philanthropic.
12/29/2020
Capital markets businesses boosted by frenzy of share and debt sales during pandemic
12/29/2020
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
Shareholder advisers and high pay campaigners call for greater transparency on director fees
12/28/2020
Kitces is a well-known commentator on wealth management and publishes the Kitces Report and industry blog Nerd’s Eye View.
12/28/2020
While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.
12/28/2020
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.