05/16/2016
According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.
05/13/2016
The real is the world’s best-performing currency this year and the Ibovespa benchmark index has soared 23 percent.
05/13/2016
They discussed the extent of changes to future operating and business models and how they will offer wealth structuring solutions going forward.
05/13/2016
Among its findings was the forecast that appetites for these assets will continue to grow, with 60 percent of infrastructure managers.
05/12/2016
Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.
05/12/2016
Sector is going through a depletion in new numbers from their 1990 highs
05/12/2016
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.53% in May.
05/12/2016
In addition to the changes above, Fitch also updated the criteria to apply ratings modifiers to CEFs and MVs when applicable.
05/11/2016
A pronounced trend in the world of multi-family offices is having exceptional expertise in one or a few areas and managing a team of external experts on behalf of ultra-wealthy families.
05/10/2016
Citadel's Kenneth Griffin, who started trading from his Harvard dormitory in the 1980s, and Renaissance Technologies' James Simons, a former code breaker who launched his fund in 1982, each took home $1.7 billion in 2015 to tie for top honors.
05/09/2016
The collection has come in handy, especially for clients of JPMorgan’s private bank who invested in art
05/09/2016
Friday’s release of the April non-farm payrolls data in the US was a big miss with a print of just 160,000 jobs and a negative revision of 19,000 to previous months results.
05/09/2016
When John Rocca began earning enough money to start socking some away for retirement about 10 years ago, he took a time-honored approach to investing: hiring a broker from a large investment bank.
05/09/2016
But this exclusive image is at odds with the ambivalence that many bankers feel about working in a world with long hours, brutal management styles, and few perks.
05/06/2016
Williams on Thursday told CNBC that given strong U.S. jobs gains and signs of stirring inflation, two or three rate hikes this year seem reasonable.
05/05/2016
Developing a strategy and producing content frequently enough are the two biggest challenges to initiate and sustain a content marketing program
05/05/2016
Digital advice firms are partnering with advisors to deliver packaged offerings to low-balance accounts in a scalable way.
05/05/2016
Trump is at heart a protectionist who wants to impose trade tariffs, renegotiate NAFTA and who has lined up with the blue collar workers of "Main Street" against Wall Street.
05/05/2016
Over the course of April, liabilities grew by 1.6 percent, which outpaced a modest 1.2 percent return in assets.
05/04/2016
BoA Merrill Lynch estimates global output is set to contract year-on-year for the first time since the first quarter of 2013 as OPEC growth no longer offsets non-OPEC declines.