In their Opinion
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Justin Urquhart StewartPhew, what a summer! by Justin Urquhart Stewart
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Bruce RaineWhat to look for when choosing a wealth management system
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David WilsonSoftware without the technology headaches
Wealth and Asset Management
- Private banks coming late to the party in wealth management
- Harvard Endowment’s Rebirth
- How New Wealth, Few Rules Fuel Family-Office Boom
- Popular Community Bank launches private banking division
- Northern Trust Takes a LDI Approach for its TDF Glidepath
- Exclusive Online Club is for Very Wealthy Investors Only
- Don't forget human factor in firm development
- Citi's venture arm teams up with StartOut to connect LGBTQ entrepreneurs
- Tackling unconscious gender biases in wealth management
- Investment Management Consultants Association Rebrands to Investments & Wealth Institute
People Moves
- Chubb Appoints Jodi Hanson Bond to Lead Global Government and Industry Affairs
- Raymond James scoops up $540M SunTrust Team
- Korn Ferry Names Co-Head of Global Asset Management
- Merrill Lynch names head of Strategic Growth Markets
- US Capital Partners Expands Its Wealth Management Division
- Credit Suisse appoints Americas industrials co-heads
- Securities America Recruits $1.35 Billion OSJ from LPL
- Anar Shah Joins Prescott Group as Managing Director from Citi Private Bank
- Crestone Capital appoints new president
- Northern Trust names current president as new CEO
Legal, Regulation & Compliance
- Jurors To Weigh Fraud Charges Against Ex-HSBC Executive
- FINRA Orders Wells Fargo Broker-Dealers to Pay $3.4 Million in Restitution and Reminds Firms of Sales Practice Obligations for Volatility-Linked Products
- SEC to Review Guggenheim’s Bob Diamond-Linked Investments
- Hotshot banker says jilted lover drove his Benz into pool
- Tax lobbying goes global
- IMF Identifies 9 Vulnerable Big Banks
- 84 Greenberg Traurig New York Attorneys Recognized in 2017 Edition of New York Metro Super Lawyers
- Kenya's central bank says has non-binding offer from Mauritius's SBM for Chase Bank
- New York hedge fund may seize yacht in dispute with Ruias
- Man busted for posing as hedgie investor in $19M Ponzi scheme
FinTech
- Wealth Management Alums "Marry" Talents to Form New Wealth Technology Venture
- Investor Says a Bitcoin Fund May Be Just a Year Away
- Banks are Cautiously Optimistic Emerging Technologies will Significantly Impact Today's Correspondent Banking Model
- SS&C Closes Acquisition of CommonWealth Fund Services
- BTC Capital Management implements Indata for portfolio management
- JP Morgan launches blockchain-based IIN
- J.P. Morgan's online brokerage platform not meant to disrupt
- Wells Fargo expands fintech banking team
- JPMorgan and Singapore's wealth fund lead $100 million investment in Silicon Valley fintech
- FinMason Named Finalist in 2017 WealthManagement.com Industry Awards
Alternative Investments
- An Abu Dhabi Sovereign Fund Is Doubling Down On Tech With More Cash, More Office Space And More SoftBank
- Northern Trust launches $250 million cost-cutting initiative
- iCapitalÒ Network Partners with CAIA Association for Alternative Investments
- Hedge funds up 1.43 per cent in September, says Preqin
- Kames Capital enters US market
- Ninepoint Partners LP Announces Proposed Fund Mergers
- State Street Selected as Primary Fund Administrator Partner in Canada by Fiera Capital
- Former Goldman Executive Is Raising Money for Quant Hedge Fund
- Alternative investments may offer returns, but have risks, too
- US direct lending fund raises $4.5bn war chest as banks retreat
Investment Banking
- Japan's Mizuho Combining US Banking, Trust Banking Units
- Investment banking drives Goldman Sachs earnings higher
- Goldman Sachs to buy mortgage lender Genesis Capital
- BofA Signs Lease for Paris Trading Hub Ahead of Brexit
- Goldman Becalmed in Asia
- Global investment banking fees at 10-year high
- JP Morgan and BNY Mellon partner with IHS Markit for reporting service
- BNY Mellon and Hazeltree Launch Treasury and Cash Management Solution
- BNY Mellon Leaders Recognized by American Banker as 2017 Most Powerful Women in Banking
- BofA Seeks Paris Office for Post-Brexit Trading Space
Comment, Analysis & Research
- SS&C GlobeOp Forward Redemption Indicator: October notifications 2.69%
- Wealthy Families Are Winning Deals Away From Private Equity
- The Best Hedge Fund Managers Are Not Psychopaths Or Narcissists, According To New Study
- How to Keep Clients Focused on the Long Term
- Transparency in alternative assets requires ‘collaborative partnership’ between investors and asset managers, says Northern Trust
- George Soros foundations now control $18 billion
- Trump wealth slides $600m on NY property market, ‘new information’
- Sorry, investigative journalists—rich Canadians apparently aren’t massively stashing wealth offshore
- Women Get an Earlier Start Than Men in Financial Planning
- CIBC Mellon named "Category Outperformer" and "Market Outperformer: Canada
Tax
- Andersen Tax Launches in Canada
- IRS Hunt for Cryptocurrency Isn’t Going Away: Expert Blog
- Andersen Global Announces Expansion into Ecuador
- How Proposed Tax Reform Could Impact Charitable Planning
- For $12,500 a month, Cayman gets voice in US tax debate
- Tax reform threatens a powerful client relationship tool
- KPMG joins the Blockchain Research Institute
- Two powerhouse accounting practices merge
- Andersen Global Announces Senior Advisory Council
- Tax cuts for the rich and budget cuts for the poor
Retail Banking
- BMO Named One of the Most Diverse & Inclusive Companies in the World
- Bank of the West in major tech modernisation
- When your teller is also your digital banker
- Citizens Bank launches robo-advisor
- BBVA in talks to sell Chilean bank to Scotiabank
- First Internet Bank Enters Top Ten on List of “Best Banks”
- Scotiabank raises dividend as profit climbs
- Canadian lender CIBC posts better than expected quarterly earnings
- Brazil approves Itaú Unibanco's acquisition of Citigroup retail banking assets
- Super Bowl winner, entrepreneur Casey Crawford launches Movement Bank
New Products & Services
- Ex-HMC Portfolio Manager Fellas Said To Be Launching Crypto-Focused Hedge Fund
- J.P. Morgan Asset Management Launches Two New ETFS: JPIH and JPEH
- Islamic finance’s global surge remains a missed opportunity for banks in US and Canada
- Hawaii and Islamic Finance
- FAAIF Brings Islamic Finance to the United States
- Fallen Heroes of September 11, 2001 Congressional Gold Medals
- BNY Mellon launches MyOnCore to enhance oversight and transparency for investment manager outsourcing arrangements
- Vonnegut: Bitcoin's Place in Wealth Management
- Falah Capital sparks US Islamic finance?
- New Insider Service From Institutional Investor's Sovereign Wealth Center
Company Results
- Signature Bank Reports 2017 Third Quarter Results
- Bryn Mawr Bank Corporation: Poised For Long-Term Success?
- Hedge-fund assets hit record, even as fund closures continue to outpace launches
- Bank of America markets profits drop 30%
- Morgan Stanley Revenue From Brazil Jumps as Equity Trading Booms
- Raymond James Financial Reports August 2017 Operating Data
- Harvard endowment returns 8.1% in fiscal year; CEO calls performance ’disappointing’
- Corporate Pensions Report Largest Monthly Loss in August
- TD Bank Group has announced its financial results for the third quarter ended July 31, 2017.
- LPL Financial Reports Monthly Activity for July 2017
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