10/19/2017
The paper, Alts Transparency: Finding the Right Balance, is a follow-up to an industry-wide survey conducted earlier this year by The Economist Intelligence Unit for Northern Trust
10/18/2017
The foundations already controlled billions of dollars.
10/18/2017
The magazine now had two people covering the president full time.
10/18/2017
William Watson: A new academic study suggests there may be less Canadian-owned foreign money than typically meets the investigative eye
10/18/2017
A new report, The Cerulli Edge―U.S. Monthly Product Trends Edition, showed that by gender 31.3 percent of women are financial planners, compared to 21.6 percent of men.
10/17/2017
The survey, which identifies high-performing financial services companies as rated by global institutional investors, saw CIBC Mellon achieve its highest scores for settlement and relationship management.
10/17/2017
This resulting easier counterparty identification will open the door to further automation and digitalization of financial and commercial transactions across the globe.
10/16/2017
Women who sign up for Krawcheck’s investment service, rather than Betterment or Wealthfront, will pay a premium–but it may well be worth it.
10/16/2017
The word “foundation” is commonly incorporated into the names of several types of nonprofits.
10/16/2017
For many, talking about money, especially their own, is a social taboo. But now wealthy progressives are opening up about a system that is skewed in their favor
10/16/2017
Half believe competitive pressure will force them to give data-access to third-parties as a service to customers
10/16/2017
When it comes to wealth management the biggest decision is not about the efficacy of a particular product or strategy.
10/16/2017
Wealthy people who are getting engaged in philanthropy also want to be knowledgeable about the issues that they care about.
10/13/2017
The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.
10/13/2017
He explained because there is a very low level of correlation across global equity indices, it is more efficient to build a portfolio by taking a set of small diversified bets across a range of indices rather than take long/short bets.
10/12/2017
Revenues increased 2% from the prior year period
10/12/2017
Within the U.S., women control approximately 51% of personal wealth totaling $14 trillion.3
10/12/2017
Average proportion of women among senior staff is 11% across the industry
10/12/2017
The survey recommends targeted financial education, greater use of default features in private retirement plans
10/11/2017
Bitcoin has surged more than 300 percent this year.