08/07/2017

Global wealth managers suffer profitability squeeze

The operating income of 200 global wealth managers saw an average rise of just 0.04% in 2016, even though assets under management rose some 4% during the year, according to consultancy Scorpio Partnership.

07/26/2017

Strong earnings boost investor sentiment

A reading of 100 is neutral; it is the level at which investors are neither increasing nor decreasing their long-term allocations to risky assets.

07/26/2017

10 RIAs With The Most Clients In 2016 - And They're Still Growing

While some firms are becoming huge by appealing to advisors—and clients—interested in breaking away from wirehouses and other traditional wealth managers, others are finding efficiencies and using technology to scale down and serve massive num