03/13/2018
RIAs Say Technology Headaches Are Far from Solved
RIAs detail their issues with technology, Greg Fleming snatches another executive from Morgan Stanley and RBC to move Minneapolis offices.
Research
03/13/2018
Not so “Goldilocks” by Gary Dugan
US employment did indeed rise by 313,000 but there were 365,000 new part time jobs and a loss of 52,000 full time jobs.
03/12/2018
5 Tiny Caribbean Islands to Check Out Right now
But the journey is worth it. These tiny Caribbean islands will instantly make you fall in love.
03/09/2018
Top Interests, Hobbies of the Ultra-Wealthy
If you're looking to rub shoulders with well-heeled potential clients, take a look at Wealth-X's ranking of their top passions and interests.
03/09/2018
Sustainable Development Goals: Not a silver bullet for long-term investors - Schroders
The UN Sustainable Development Goals represent a comprehensive agenda for addressing the world’s societal challenges.
03/07/2018
Dubai to see 60% rise in ultra-wealthy individuals by 2026
Asia to account for bulk of global wealth in next decade, with positive implications for the UAE, , says Knight Frank
03/07/2018
More Funds Spurn Nuclear Arms, Financing Still Strong: Report
At the same time, a large majority of countries around the world are calling for an end to this new nuclear arms race.
03/06/2018
The Top 5% Of Financial Advisors Provide A More Extensive Range Of Investment Solutions
A survey of more than 800 financial advisors indicates that while all respondents provide investment management services to their customer base, most advisors do not include hedge funds or private equity funds as part of their core offering
03/06/2018
The devil is in the detail
Unfortunately, the decision on which single or multi-smart-factor index to invest in is often made simply on the basis of the lowest cost and recent performance.
03/02/2018
Guernsey announces Funds Forum details
The event includes the keynote address, a panel debate and a 'fireside chat' involving Better Capital founder Jon Moulton and Legal & General Head of Personal Investing Helena Morrissey.
03/02/2018
The world's richest people spend $234 billion a year on luxury goods - here's how much they spend on yachts, private jets, wine, and clothes
The Report brings together a powerful knowledge base provided by local market experts affiliated with the Coldwell Banker® brand and leading luxury insiders from The Institute for Luxury Home Marketing, Wealth-X, Unique Homes and others.
02/28/2018
The nine best jobs at Standard Chartered as Asia makes up 75% of its profits
By contrast, the bank’s annual report reveals some of the Asian roles that enjoyed a buoyant 2017.
02/27/2018
MarketCurrents Publishes Annual Estate and Succession Planning Edition for 2018
The report is filled with expert commentary from leading family offices and family office practitioners
02/27/2018
ImpactAssets Releases Seventh Annual IA 50 Impact Investment Fund Showcase
Industry’s only free, searchable resource of impact investing fund managers features firms that manage $29.2 billion in assets.
02/26/2018
How to manage the impending wealth transfer: A guide for advisors
Retaining younger clients with a longer time horizon can, in turn, enhance a firm’s value for succession or acquisition planning.
02/23/2018
Acquiring New, Younger Clients Requires a Transformation of These Marketing Tactics
Rethink everything you think you know about marketing and client communications.
02/23/2018
A complete and utter disgrace by Tim Price
Medical care would have left something to be desired.
02/23/2018
OECD Sovereign Borrowing Outlook
Sovereign borrowing outlook for OECD countries, 2008 to 2018
02/22/2018
Private Equity: A panacea for financing African Infrastructure?
Private Equity financing is already becoming part of the solution
02/22/2018
The private bank of Mum and Dad - Coutts
Parental support can take many forms – gifting the initial deposit, using an inheritance to pay down the children’s first mortgage, or acting as co-guarantors in the property purchase.