06/03/2016
Wealth Management Apps for HNW Clients Proliferate
A few offerings rank high, while many others have weak points
Comment, Analysis & Research
06/02/2016
Bill Clinton’s Net Worth: 5 Fast Facts You Need To Know
The former president gave 637 speeches during that period and earned $132 million.
06/02/2016
How Accounting Firms Significantly Benefit From Working With Single-Family Offices
In catering to single-family offices, when services are properly positioned, the fees charged by accounting firms are not a problem.
06/02/2016
U.S. Trust Targets Wealthiest Clients With More Advisors
The move is the latest indication that big banks are emphasizing wealth management as a strategy to grow revenue while putting relatively little capital at risk
06/02/2016
Four Ways to Support Strategy Through Culture Building
But actually, culture wins and keeps clients.
06/01/2016
Couples Get Separation Anxiety Over Financial Planners
The trend seems to be generational.
06/01/2016
Industry course adjustment: How wealth management is powering ahead
All four wirehouses reported declining AUM for the first quarter.
06/01/2016
No waiting for wealth management innovation
How fast will advisers catch on as more firms follow UBS and RBC’s lead?
06/01/2016
Does splitting life insurance make sense for clients?
“The trustee uses the trust income to purchase a life insurance policy.”
06/01/2016
The National and Personal Concerns of UHNW Investors
Ultra High Net Worth investors have heightened concerns over national financial issues compared with their personal financial situation, according to our new wealth segmentation study of households with a net worth between $5 million and $25 million.
06/01/2016
The Spectrem Investor Confidence Indices Drop in May for First Time in Three Months
The May Spectrem Millionaire Investor Confidence Index (SMICI®) dropped 6 points to 5, while the Spectrem Affluent Investor Confidence Index (SAICI®) fell 4 points to 0. The indices are down 10 points and 8 points, respectively, from May 2015.
06/01/2016
Wealth management industry dangerously behind the curve in adoption of digital technology
Firms that don’t respond now simply won’t survive in the medium to long term, says new PwC report
05/31/2016
When Bigger Isn’t Better: Banks Retreat From Global Ambitions
The global financial supermarket is out of fashion, as CEOs jettison businesses and exit countries
05/31/2016
J.P. Morgan, Goldman, CS analysts switch to private equity as M&A dries up
The analysts and associates who lose their jobs as M&A fees dry up are unlikely to be the same as those who move to private equity.
05/30/2016
West Michigan’s booming craft beer industry grapples with growth
“Our hand got forced a little bit,” Buiter said of Railtown’s growth strategy.
05/30/2016
Top American CEO pay falls 22pc, but they're still making an average $US19.3m
Topping the list was Sandeep Mathrani, the boss of General Growth Properties; he took home compensation worth $US39.2 million last year.
05/26/2016
Discretionary Accounts Will Continue to Experience Strong Growth
"If current trends in the managed account industry hold, discretionary accounts will reach $4 trillion by year-end 2019," O'Shea adds.
05/26/2016
Clinton, Trump and Markets
Comment from Sushil Wadhwani, CTA investment manager for GAM and CEO of Wadhwani Asset Management.
05/26/2016
Investors Flock to Fixed Income as Bond ETFs Reap Flows of Nearly $3.4 Billion in April
Providing technology to construct and manage portfolios helps to recapture lost fees by taking some from wealth management firms.
05/26/2016
Private Wealth Systems is Revolutionizing the $56 Trillion Private Wealth Industry
Private Wealth Systems Inc., an industry defining financial technology company that is transforming the way private wealth information is analyzed and reported, is featured on an upcoming segment of Worldwide Business with kathy ireland.