How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
The largest U.S. ETF that tracks mainland Chinese stocks posted a record eighth week of inflows amid speculation that easing of monetary policies will help extend equity gains in Asias biggest economy. more »
The president's decision to bolster ties with the island nation will likely give banks relief from sanctions, as well as expanded opportunities for money transfers and the financing of U.S. exports. more »
Despite a decrease in profit in its wealth management division, Credit Suisse Group, Switzerlands second-biggest bank, reported third-quarter profit that beat analysts' estimates as revenue from trading fixed- income products soared. more »
Commodities fell to the lowest level in more than five years on signs demand growth is weakening in China, the biggest consumer of energy and metals, and on speculation U.S. borrowing costs may rise next year. more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.