05/17/2018
What Aging HNW Clients Mean for Wealth Management
By 2026 more than half of the country’s millionaires will be over 65
Comment, Analysis & Research
05/17/2018
The SEC created a fake ICO website to show just how easy it is to scam investors
When users press the “Buy Coins Now” button, they are instead directed to page at another SEC site -- this one with investor education tools and tips.
05/17/2018
Revealed: The world's largest banks by assets
This is up $1.727 trillion since last year’s ranking, with half of this growth due to a strengthening yuan against the US dollar.
05/16/2018
UAE ‘as competitive’ for international wealth as the US
Deloitte compares the centres based on business environment, provider capability, stability, and tax and regulation.
05/16/2018
As Digitization Raises the Stakes, Investment Banks Must Raise Their Games
Despite Recent Revenue Uptick, Continuing Migration to Digital Services and Business Models Is Pressuring Banks to Be More Client Centric, Attract Fresh Talent, and Become More Agile, Says Report by The Boston Consulting Group
05/16/2018
The Wealth-X Billionaire Census 2018
The report attributes this significant increase in wealth to a synchronized upturn in the world economy and climbing equity markets.
05/16/2018
Five Predictions On The Future Of Wealth Management
From robo-advisors and the digital transformation to shifting demographics within advisories themselves, here are five of the biggest changes that we see on the horizon for wealth managers across the board.
05/16/2018
Most Americans Don’t Have a Financial Plan, and Many Think Their Wealth Doesn’t Deserve One
Planners Demonstrate Better Money and Investing Habits Says Schwab’s 2018 Modern Wealth Index
05/15/2018
Hong Kong could overtake New York as the world's billionaire capital very soon
According to Wealth-X research, Hong Kong's surge in wealth was "driven by a strong domestic economic performance
05/10/2018
DonorSearch and Wealth-X Announce Strategic Knowledge Partnership
DonorSearch specializes in working with nonprofit organizations, and Wealth-X works with clients across the nonprofit, financial services, luxury, and education sectors.
05/09/2018
Chubb Wins Celent Model Insurer Award for Its New Small Commercial Digital Platform
Chubb's Small Commercial Marketplace® Earns Top Honors; Modernizes How Small Business Insurance is Placed and Serviced
05/09/2018
Managers want more public companies
In part, the move to the private side is a way for companies to get out of the quarterly reporting limelight, he said.
05/09/2018
How to Plan a Successful Succession for Your Company
How to Run a Business
05/04/2018
Banner Year for Asset Managers Could Be Catalyst for Change
But Best Performance Since 2010 Does Not Mask Underlying Trends Exerting Significant Margin Pressure; Players Must Take Action to Secure Positive Trajectory for the Future, Says Report by The Boston Consulting Group
05/04/2018
Thomson Reuters Moves to Enable Global Diversification for North American Wealth Management Firms
The fully integrated solution also provides real-time updates of intra-day transaction status changes throughout the lifecycle of the settlement, along with straight-through-processing enabled communication with global and local custodians.
05/04/2018
AllianceBernstein’s Nashville move threatens New York and London
Digital disruption makes it easier for financial companies to relocate
05/03/2018
Why Asset Managers Should Pay Investors to Manage Their Money
"We keep getting told by managers that their value creation process tends to be longer than the typical horizon of an investor"
05/03/2018
Financial advisors rank among Barron's 'Top 50' in US
They placed at No. 37 on the ranking this year, compared to No. 20 last year.
05/03/2018
US multi-family offices growth continues to rise: report
“During the past three years, MFOs’ compounded growth rate of 10% has at least doubled that of the traditional high-net-worth (HNW) market leaders, including wirehouses at 5%, trust companies at 4%, and private banks at 2%,”
05/03/2018
Ex-Merrill Chief: Women Are Infantilized When It Comes to Money in Wealth Management
Despite Krawcheck’s success, the gender gap in the industry is closing too slowly, she said.