05/02/2018
The São Paulo-based bank’s 90-day default ratio remained stable in the quarter, at 3.1 percent. Although default ratios fell for retail loans, asset quality decreased for large companies.
05/01/2018
Alaska Permanent Fund has partnered with McKinley Capital to create new vehicle to invest across the Middle East, Africa, and South Asia.
05/01/2018
The comedian might have preferred to be a founder rather than a member
05/01/2018
She describes the job working for Blankfein as mini- crash course in how to run a financial firm.
04/30/2018
It is plausible that books like Confessions of an Advertising Man did for a generation of arts students what Liar’s Poker did for a generation of graduates full stop, roughly a decade later, namely act as a recruiting sergeant
04/30/2018
Manulife’s strong presence in Asia is helping the company to grow its earnings, as some of these emerging markets are still underserved when it comes insurance and wealth management services.
04/30/2018
Credit Suisse attracted new assets to its wealth management division at the fastest pace in seven years, showing Chief Executive Officer Tidjane Thiam’s pivot to wealth management is working.
04/30/2018
Sixty percent of FAs in firms with $500 million or more under management have formal succession plans but only 13% of FAs managing less than $50 million have established succession plans.
04/26/2018
Private banker says investors should block out noise and focus on fundamentals of the companies
04/26/2018
Despite this, 58 percent of the foundations identified do not collaborate with other foundations.
04/25/2018
Being a part of a family-owned business with family and non-family in partnership positions can create a unique dynamic. Only one of the four children in our family is involved in our business.
04/25/2018
This rattled investor sentiment has now rippled across the global markets.
04/23/2018
Impact investing still lacks accurate data, Detroit is becoming attractive to advisors and Kestra adds Questmont Strategic Wealth Advisors.
04/23/2018
Amid rumors of a haircut on Cyprus Coop deposits that lead to outflows of 1.9 billion euros in the first three months of 2018
04/23/2018
Many of her clients are female entrepreneurs, finance executives, entrepreneurs, investment bankers and business owners with—in many cases—stay-at-home husbands who look after the children.
04/20/2018
As stock markets wobbled in the first quarter, investors poured more than a billion into hedge funds, sending their total assets higher than they’ve ever been.
04/19/2018
Ultra-high net worth individuals (HNWI) are generally classified as anyone with more than $30 million in liquid financial assets, and high-net worth is defined as having more than $1 million.
04/19/2018
Study Finds Women Confident in All but Investing
04/19/2018
The decline in net worth is particularly acute for young adults who have a college degree and debt.
04/19/2018
It’s the senior hires that are most interesting though: Nomura added 12 MDs and 3 EDs for its investment banking business in the U.S. in 2017 and has continued to recruit this year.