07/25/2017
AI May Soon Replace Even the Most Elite Consultants
Allows some of UBS’s European wealth-management clients to ask Alexa certain financial and economic questions.
07/25/2017
Allows some of UBS’s European wealth-management clients to ask Alexa certain financial and economic questions.
07/25/2017
'Bad things happen' when you hand someone a sizable check
07/25/2017
There are several methodologies that can be employed to generate maximal returns from these networks.
07/24/2017
Yup, according to the WSJ, hedge fund managers have “for years accumulated offshore gains without paying federal and state taxes”.
07/23/2017
Is profitability declining for all investment houses, asks Miles Johnson
07/20/2017
Mr. Pfeiffer also announced that three other industry leaders in sustainable investing
07/19/2017
Some of the longer-term assets aren’t doing very well.
07/19/2017
The fear that I talk about in the book is very much becoming rogue trading or being labeled a rogue trader.
07/19/2017
Despite growing interest from hedge funds in AI and machine learning technology, the gap between the performance of discretionary and systematic funds continues to widen
07/18/2017
He has been sharing his investment tips and tricks on his blog for several years — though he’s neither the leader of a band of get-rich-quick-scheme-hunting suckers, nor an arrogant young spendthrift with more money than sense.
07/18/2017
Christine Gill, BNY Mellon’s Head of Investor Solutions Group and U.S. Financial Institutions, discusses the rule and what the changes mean for clients.
07/17/2017
The U.S. was named the country with the largest amount of investments in Turkish companies.
07/17/2017
Investors turn to property, infrastructure, private equity and hedge funds
07/17/2017
But family offices have secretly taken over Wall Street, and they’re starting to take over the global financial industry too.
07/17/2017
Only seven private-equity funds worth more than US$1 billion have ever lost money for investors.
07/17/2017
Dominion was in advanced and friendly talks with Washington on a sweetened cash takeover bid.
07/14/2017
SS&C GlobeOp Hedge Fund Performance Index: June performance 0.04%; Capital Movement Index: July net flows decline 1.80%
07/13/2017
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/12/2017
Generation X marks the spot for wealth managers’ next big fee pool.
07/12/2017
The 2017 AFP Liquidity Survey, Underwritten by State Street Global Advisors, finds safety of principal vital to finance pros