06/15/2018
As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group
06/15/2018
Funding ratio for Milliman 100 PFI plans remains level at 91.6%
06/15/2018
Largest Investors Allocate $1.54tn to Private Equity
06/15/2018
Currently, 34% of advisors surveyed have at least 5% of client assets in private equity funds and 27% have at least 5% of client assets in hedge funds.
06/15/2018
Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index
06/15/2018
Wiring your home with smart technology can add up to a substantial investment, but you shouldn’t expect it to pay off in an easily quantifiable way when it comes time to sell.
06/14/2018
Meanwhile, 28% of men value the power and influence that wealth brings
06/14/2018
The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.
06/13/2018
Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility
06/12/2018
According to Bloomberg (subscription required), the number of millionaires in the U.S. increased by 2.4 million from 2010 to 2015 alone.
06/12/2018
The massive Republican corporate tax cut won’t likely encourage the return of sheltered money to America.
06/12/2018
In the year ended March 31, Latin American investors went from holding $20.8 billion worth of mutual funds through Pershing to $24.1 billion, which represents a 16% increase, Calvario said.
06/11/2018
In a world of decentralised currency, the role of a centralised monetary policy is uncertain
06/08/2018
Real estate prices rose by $500 million from the previous quarter.
06/08/2018
They’re not known for their empathy, but this trait can be exploited
06/07/2018
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
06/07/2018
To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.
06/06/2018
UBS tops 2017 Global AUM Ranking as first Chinese player enters the top 10, says GlobalData
The ranking will be officially presented at the Private Banking & Wealth Management: London 2018 Conference and Awards on 7th June 2018
06/06/2018
Lack Of Communication Killing Family Wealth
Many clients fear outliving their money and not being able to leave anything for their kids.
06/06/2018
GIIN Annual Investor Survey 2018
Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.