- When Vision And Value Collide
As financial services firms try to build the firm of the future, skepticism persists
Financial services firms are trying to build the firm of the future, but their lack of progress is stoking deep skepticism among investors, according to Oliver Wyman’s annual State of the Financial Services Industry report.
read more - 2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth
Moderation, not fear, will guide investors
Northern Trust, a leading global asset manager with US $1.2 trillion in assets under management, believes moderation, not fear, will be rewarded in 2020.
read more - In Search Of Diversification, Yield and Return
J.P. Morgan releases 2020 alternatives outlook to help Clients identify alternative investments
J.P. Morgan Asset Management today released its second annual Global Alternatives Outlook, providing a 12-18-month outlook across key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's 15 distinct alternatives investment engines.
read more - It’s Not You, It Really Is Me
Nearly all Americans confess they can improve their relationship with money
According to financial services firm Edward Jones’ survey, Relationship with Money, while 81% of Americans say they feel in control over their current financial situation, they admit a mix of emotions when it comes to their money.
read more - Bulls Charging Into New Year, But Concerns Linger
Despite rising geopolitical tensions and recession concerns, investors think the market will rise this quarter, but recognize the bull run won’t last forever
E*TRADE Financial Corporation today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate increasingly bullish investor views...
read more - Further Gains for Stocks…
Despite geopolitical currents, and a weaker than expected jobs-report, indices rise
The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the new year. During Friday's trading session, the Dow Jones Industrial Average topped 29,000 for the first time.
read more - The How And Why Of Profit Taking
Always, yes always, buy too soon during corrections... and take profits too soon during rallies
by Steve Selengut
How many of you have had a security that you've held too long, waiting for those unrealized profits to materialize once again. Will GE, for example, ever regain the $20 mark? $40? Or the $60 level that investors couldn't get enough of twenty years ago?
read more - Emerging Trends in Wealth Management
In these uncertain times, wealth management firms are particularly on the line for providing stability to their clients
2019 saw the ultimate erosion in transaction pricing, with Charles Schwab cutting trading commissions to zero and then acquiring one of its chief rivals, TD Ameritrade. 2020 will see a U.S. wealth management space that is being redefined by this tie-up, and there will be winners and losers
read more - Amid Global Complexity, Businesses Continue to Bet on Themselves
Businesses ramping up technology investments to reach more customers, prepare for the future
Most small and midsize U.S. business leaders expect continued growth for their companies this year amid a less robust economic environment, according to the annual JPMorgan Chase Business Leaders Outlook survey released today.
read more - Stocks React To Concerns About Oil
New confrontation with Iran rattles investors
Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.
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