Why Yale Keeps Beating Harvard in the Endowment Game
David Swensen, who has led Yale’s strong performance, says his approach should not be a model for individual investors.
Tom James: Master of the Art of Collecting
Some people like to stay busy, even in “retirement.”
The UBS-SigFig Partnership
Executives Rich Steinmeier and Michael Sha describe the thinking behind the deal
A New Wealth Focus
For Research on Wealth’s first quarterly issue, we focus on low yields—how they impact your clients and your business, and what you can do in response.
Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
The advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC Report
While most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.
Harvard Study: Political Dysfunction Threatens U.S. Economy
Once the envy of many nations, the U.S. political system has become “our greatest liability,” three Harvard business professors say in a new study.
Merrill Hires 3 New York Advisors From UBS
Bank of America-Merrill Lynch has recruited three veteran financial advisors from UBS with combined client assets of $750 million.