Investments

  • Having The Philanthropy Conversation
    Having The Philanthropy Conversation

    Positive Trends in the Prevalence and Quality of Philanthropic Discussions Between Advisors and Clients

    Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner.
    read more
  • The New Gilded Age of Income Inequality
    The New Gilded Age of Income Inequality

    It's not just a story about those on Wall Street, in Hollywood, or in the Silicon Valley

    In 2016, the Center on Budget and Policy Priorities and the Economic Policy Institute released an update (McNichol 2016) to their series Pulling Apart (McNichol et al. 2012), a report focusing on the gap in earnings between the top 5 percent of households and the bottom fifth of households in the United States and each…
    read more
  • How Friends Influence Investing
    How Friends Influence Investing

    A Growing Trend; Use of Social Technology for Investing

    Actionable insights into how Americans talk finance with friends can shape strategy to engage with today’s investors, as outlined in a new report from Hearts & Wallets, the source for retail investor data and insights.
    read more
  • Q2 Update: Trade Tensions, Corporate Earnings… and Sizable Growth
    Q2 Update: Trade Tensions, Corporate Earnings… and Sizable Growth

    Domestic indexes had mixed results; Labor stayed strong

    Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth.
    read more
  • Retirement Savings on Summer Break?
    Retirement Savings on Summer Break?

    How consumers are prioritizing saving during the 'spending season'

    Research Finds Over Half of Plan Participants Have Three or More Savings Goals Competing with Retirement

    The summer months bring increased expenses for big ticket items like vacations, home improvements and weddings—all of which are competing for consumers’ share of wallet, according to Lincoln Financial Group’s (NYSE:LNC) 2017 Retirement Power® Participant Study.
    read more
  • Independent Advisors Continue on Growth Trajectory While Building Firms to Weather Headwinds
    Independent Advisors Continue on Growth Trajectory While Building Firms to Weather Headwinds

    Study: A continued upward trajectory as advisors focus on client acquisition, marketing, and operational excellence

    The independent advisory industry remains on a growth trajectory, according to results from the 2018 RIA Benchmarking Study from Charles Schwab, the largest study of its kind in the industry.
    read more
  • Bullish Sentiment Bucked Back from Two-Year Low
    Bullish Sentiment Bucked Back from Two-Year Low

    Despite a growing trade war, investors believe market performance will end the quarter in positive territory

    E*TRADE Financial Corporation (NASDAQ: ETFC) today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate an increase in positive investor sentiment since last quarter
    read more
  • Intelligent Automation Could Add $512 Billion to the Global Revenues of Financial Services Firms by 2020
    Intelligent Automation Could Add $512 Billion to the Global Revenues of Financial Services Firms by 2020

    Automation can be used to improve customer experience and ultimately grow revenue

    A new report from Capgemini’s Digital Transformation Institute reveals that the financial services industry could expect to add up to $512bn to global revenues by 2020 through ‘intelligent automation’, the right combination of robotics process automation (RPA), artificial intelligence (AI), and business process optimization applied cohesively to achieve business objectives.
    read more
  • Total Investment in Venture-backed Companies Reached $57 Billion in the First Half of 2018
    Total Investment in Venture-backed Companies Reached $57 Billion in the First Half of 2018

    Sustained Momentum in Venture Fundraising Continued to Fuel Strong Dealmaking Across All Stages in 2018

    Investment in 3,912 venture-backed companies reached $57.5 billion invested across 3,997 deals in the first half of 2018, according to the PitchBook-NVCA Venture Monitor, the authoritative quarterly report on venture capital activity in the entrepreneurial ecosystem jointly produced by PitchBook and the National Venture Capital Association (NVCA).
    read more
  • What Do You Think Of Corporate America?
    What Do You Think Of Corporate America?

    Survey Reveals America’s Perception of the 2018 Fortune 500 Companies

    SurveyMonkey, the leading People Powered Data platform, in collaboration with Fortune, today released the third edition of its annual U.S. consumer rankings of Fortune 500 companies.
    read more