09/30/2016
Investors swarm to U.S. municipal bond funds for 52 straight weeks
Historically low and negative sovereign interest rates have driven overseas investors to relatively higher yielding muni debt
Comment, Analysis & Research
09/30/2016
BNY Mellon (BK) Poised for Growth, Cost Woes Linger
BNY Mellon remains focused on fortifying its global footprint via acquisitions and investment in lucrative businesses.
09/29/2016
Forbes pegs Trump's wealth at $3.7billion $800 MILLION less than last year
The value of his 40 Wall Street property in downtown New York had also declined, according to Forbes.
09/29/2016
Survey Finds Baby Boomers Biggest Users of ETFs
Performance is the key criteria for choosing a specific ETF
09/29/2016
Hedge fund industry needs to shrink
Hedge fund is facing redemptions to the tune of billions of dollars
09/28/2016
Banks typically reject 6-15 percent of would-be clients - survey
Only 5 percent showed the door to more than 25 percent of potential clients.
09/28/2016
Global Ultra Wealthy Hold $30 Trillion in Assets
Across all geographic regions, it is the highest ranks of the UHNW population who are experiencing the most success.
09/28/2016
A legendary Morgan Stanley banker reveals the importance of 'emotional intelligence' on Wall Street
That will not only help expand your network but also make you more prepared for future responsibilities.
09/27/2016
Why private equity is appealing for high net worth families
Private equity typically resonates very well especially among those families who generated their wealth by running operating businesses themselves
09/27/2016
Advisors Get More Time for Clients When Outsourcing Investment Management
The percentage of advisors outsourcing has held steady at about 40%
09/27/2016
As women gain control of wealth, it is vital for them to know how to handle it, Carol Stillwell says
Women will soon control two-thirds of the wealth in this country, according to various studies.
09/27/2016
More Than Three-Quarters (77%) of Asset Managers Won Business Through an Outsourced CIO Provider
The vast majority (77%) of asset managers polled by Cerulli have won business through an outsourced CIO provider, up from 33% in 2014.
09/27/2016
Seeking More Guidance, Self-Directed Investors Turn to Robots
Millennials in Canada Have Strong Interest in Robo-Advisors
09/27/2016
The single biggest mistake I've seen women make at work
We didn't need it at school to be at the top of the class.
09/26/2016
Will Algorithms Make Financial Advisers Obsolete?
Financial advice from computers could help private investors make more rational, efficient and profitable decisions.
09/26/2016
Employers vastly underestimate how much time their employees take off work
On average, employees estimated needing around 3.4 days off per year.
09/25/2016
Roller coaster ride: Wealth managers hold investors' hands during Brexit, upcoming U.S. election
Brexit lead to a world full of buying opportunities
09/25/2016
Finance sector feeling pressure in low-interest rate environment
The consumers have really healed themselves after the Great Recession
09/23/2016
Home Insurers, Agents Face Satisfaction Gap with Affluent Gen Y Customers
Insurers have shifted their competitive focus to improving communication, process efficiency and being easier to work with as a way to solidify and grow their business
09/23/2016
Where Do The Super Rich Live? Follow The Private Jet Tour
More evidence that if you are in the business of selling to the super-rich, there are plenty of clients outside the biggest cities