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(Bloomberg) -- A booming $4.9 trillion branch of the U.S. asset management industry is funneling investor cash into funds that are pricier and worse-performing than alternatives, new research claims. So-called [...]

(Bloomberg) -- Asprawling investigationby an international consortium of journalists and news organizations uncovered millions of documents detailing how rich and politically-connected individuals across the globe use offshore companies to avoid [...]

Byline: Matthias Paul Kuhlmey Europe, these days, appears to be nothing short of a dysfunctional mess and, at best, good for a relaxing vacation. Adding to this rather harsh view [...]

From onboarding new clients to hiring new talent, financial advisory firms deal in an overwhelming amount of paperwork. To reduce the hours and resources that go into managing that paperwork, [...]

Byline: WealthManagement.com Staff The Securities and Exchange Commissionpassed a new rule on Monday allowing mutual funds to send electronic reports to shareholders. Before rule 30e-3, mutual funds were required to [...]

Byline: Michael Thrasher Betterment users can now donate shares from their portfolios directly to charitable organizations with an account on the automated advice platform, a feature industry experts said is [...]

Byline: David H. Lenok The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, [...]

Byline: Raymond Colitt and Michael Heath (Bloomberg) --For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of [...]

Byline: Jay Jumper In in a matter of months, broker-dealers will be faced with one of the most substantial and disruptive industry changes of our time. April 10, 2017 is [...]

Byline: Jay Jumper In in a matter of months, broker/dealers will be faced with one of the most substantial and disruptive industry changes of our time. April 10, 2017 is [...]

Byline: WealthManagement.com Staff Mossack Fonseca, the law firm involved in the Panama Papers scandal, wasÃáordered to close down its wealth management subsidiaries by Panama's attorney general, Kenia Porcell, according to [...]

Byline: K. Eli Akhavan While we're still experiencing the reverberations and witnessing the fallout from the Panama Paper leak, it's worth highlighting the lessons that U.S. taxpayers can learn regarding [...]

Byline: Mohamed A. El-Erian (Bloomberg View) --The revelations about offshore accounts that came to light in the so-called Panama Papers will reinvigorate government efforts to rein in not just tax [...]

Byline: David H. Lenok Just try and follow the bouncing buck. The U.S. plays the tax haven shell game better than just about anybody. The recent 'Panama Papers' leaks from [...]

'Spring Charts' is a series of current financial topics explained in dots, lines, and only a few words - just the right 'mix' to concisely convey ideas for critical thinking [...]

Byline: Tom Redmond (Bloomberg) --Trying to time the market is a dumb idea. That in a nutshell is Cliff Asness's opening salvo into an escalating war of words over smart-beta [...]

Byline: David H. Lenok The oft-shadowy world of international wealth management was cast in an unwelcome glaring light over the weekend. On Sunday, the German newspaper Süddeutsche Zeitung released what [...]

Byline: Megan Leonhardt Would-be fraudsters beware: Eating the evidence will not deter the Securities and Exchange Commission. A Morgan Stanley stockbroker and an employee at a prominent New York law [...]

The inaugural All-Channel study includes data and insights on financial performance, practice management and operations, investment management, alternative investments, exchange traded funds, marketing and client relations, and the economic and [...]

(Bloomberg Opinion) -- As investors think about which stocks to hold going into 2021, there may be no bigger red flag than a huge third-quarter earnings beat. That's because of [...]

Byline: George Karibjanian Ãá On June 26, 2013, by its decision in Windsor v. United States,1 the U.S. Supreme Court determined that Section 3 of 1996's Defense of Marriage Act [...]

(Bloomberg Opinion) -- A recent paper analyzing the correlation between stock and bond returns going back to 1875 suggests the relationship of the past quarter century is shifting in an [...]

Byline: Ali Hibbs 'Ten years ago, right now, Steward was an idea on a piece of paper,' Steward Partners CEO Jim Gold said on May 11. It was the final [...]

Byline: Jason Diamond Imagine a horizontal line on an otherwise blank sheet of paper: This line represents the wealth management industry landscape. On the left side, we have the traditional [...]

Byline: Ed McCarthy Most years I read several white papers produced by investment management firms that describe how they develop their target-date funds' glide paths. The papers address the same [...]

Byline: Larry Swedroe Research has found that retail investors tend to be naive 'noise traders' who trade on sentiment rather than on fundamentals. In a series of papers, Brad Barber [...]

(Bloomberg) -- Traders with knowledge of upcoming merger and acquisition deals used ETFs consisting of target firms' stocks to mask $2.75 billion of insider trading, according to an academic paper. [...]

(Bloomberg Opinion) -- When I recently went to talk to some school children about the nature of money, I broughtprops: a cowrie shell, a piece of play paper and a [...]

Byline: Patricia Kirk A recent article in theSan Francisco Standardclaims that San Francisco's office market will soon be facing a collapse.The paper noted that Urban Displacement Projectranked the city's downtown [...]

Byline: Ed McCarthy I try to keep up with the retirement-planning and retirement-income research papers. The volume of releases seems to be increasing as more attention gets focused on these [...]

Byline: WMRE Staff Walmart Is Using its Thousands of Stores to Battle Amazon for E-Commerce Market Share 'Walmart's cavernous stores are known for aisles of low-priced groceries, paper towels and [...]

Dig up dirt on an enemy. Done. Arrange massive loans. Sure. Hire bodyguards, sell homes and lead - at least on paper -a billion-dollar neurotechnology company. No problem, boss. So [...]

Byline: Anna Sulkin On the heels of last week's hearing, Britney Spears' estate co-conservator, Bessemer Trust, has formally requested to withdraw from the arrangement. According to papers filed in court [...]

Have big asset managers strangled innovation in our industry? In late November, Graham Steele of the Stanford Business School wrote a paper demonstrating the monolithic dominance of the three largest [...]

Byline: Samuel Steinberger Facebook is planning a June 18 launch of its cryptocurrency, according to a report in TechCrunch. Codenamed Libra, the project has a white paper scheduled to be [...]

Working as a financial advisor can be inefficient-whether it's rounds of golf to put in face time with clients or wading through reams of paper in the back office. Yet [...]

By Lionel Laurent (Bloomberg Opinion) --Everyone remembers where they were a decade ago, right? I'm not talking about the collapse of Lehman Brothers. I mean the Bitcoin white paper of [...]

Byline: Michael Thrasher SEI Advisor Network, the turnkey asset management platform offered by financial services firm SEI,published a follow-up white paper to a popular one from 2015 that details the [...]

Sponsored by Agreement Express Transitions are a time-consuming and costly process, requiring back office personnel to manually enter client information from paper to internal systems. 'For advisors, breakaways, and broker [...]

Byline: WealthManagement.com Staff Atiny percentage of family fortunes, just3 percent, are squandered due to poor wealth management, according toa white paper by BNY Mellon's Pershing on high-net-worth wealth transfers. The [...]

By Jared Dillian As a Goldman Sachs quant researcher, Emanuel Derman published a seminal research paper back in 1999 in which he said that there were volatility regimes. Sometimes volatility [...]

Byline: Anna Sulkin Our cover this month, Paper Doily (91/2 in. by 71/4 in.) by Luigi Rist* sold for $1,625 at Swann Auction Galleries' recent Old Master Through Modern Prints [...]

By Ben Bain (Bloomberg) --The technologies revolutionizing Wall Street have left Washington regulators playing a perpetual game of catch up. Traders used to leave paper trails when they broke the [...]

Byline: WealthManagement.com Staff Employers can have an effect on the savings and retirement rates of their employees more than offering 401(k) savings plans. A working paper by the National Bureau [...]

By John Gittelsohn (Bloomberg) --Scott Minerd wadded upanother piece of paper and looked out at the Pacific Ocean from his Santa Monica, Calif., office. He needed a better blueprint for [...]

Byline: Craig R. Hersch It doesn't seem all that long ago when my firm transformed its estate-planning practice from renting thousands of dollars worth of storage space for paper files [...]

Byline: WealthManagement.com Staff A new white paper by BNY Mellon's Pershing Advisor Solutions walks advisors through the growth stages of a firm, including when to hire the first support advisor. [...]

By Sid Verma (Bloomberg) --Buy the news and sell the soft data. That's the conclusion drawn from a paper by the Federal Reserve Bank of San Francisco, which suggests that [...]

By Stuart DePina For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper-and the operational costs that come with printing [...]

Company:Millennium Trust CompanyCategory:Custodians (Emerging-- Less Than $25 Billion)--TechnologyInitiative:MAIN Investing in alternatives has historically been a cumbersome, paper-centric process. To tackle the inefficiencies of that process, Millennium Trust Company in 2016introduceda [...]