10/15/2015
Summit Trails Adds $1 Billion Team From Barclays
They are truly one of the premier wealth management teams in the New York market,” Petersen said in a statement.
Comment, Analysis & Research
10/15/2015
Retail Assets Account for Nearly Half of Asset Management Industry
Diminishing asset pools within certain institutional channels may also be reducing the gap.
10/14/2015
Credit Suisse cuts world wealth outlook
Private wealth will expand at a weaker pace through 2020 than previously forecast because the global economy isn’t advancing as quickly as expected, according to Credit Suisse Group AG.
10/14/2015
ETFs Drive Strategic Beta Growth
Many firms that have not been able to qualify for separate account pricing due to asset size have turned to the ETF vehicle
10/14/2015
Four Steps to a Thriving Wealth Management Practice
While the process can seem long and complex, advisors who lead their firms with conviction and embrace these four disciplines will achieve their goals much sooner than they think.
10/14/2015
Krawcheck Laments $13 Trillion Retirement Gap as Women's Crisis
Employers can help alleviate that shortfall by working to counter the gender-pay gap
10/14/2015
BofA Merrill Lynch Fund Manager Survey Finds Investors’ Expectations of 2015 U.S. Rate Hike Are Receding
Signs Emerge That Gloom Over China Could Be Lifting
10/13/2015
One of the biggest private equity firms in China is investing $400 million in early-stage US startups
We’ve previously described AngelList as a kind of Match.com that helps startups get funding — but everyone on the site has to be an accredited investor.
10/08/2015
Attracting top-tier women to wealth management
A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.
10/08/2015
Fintech-fuelled change offers unprecedented opportunities for banks
The report examines what strategies banks should adopt in order to understand and access these exciting fintech-fuelled developments
10/08/2015
Excel Funds Management Inc. Announces the Launch of the Excel Billionaire Leaders Fund
Invest Alongside the Best Business Minds in the World
10/07/2015
Top Fidelity Fund's Manager: Patrick Venanzi
The no-load mutual fund has a 0.99% annual expense ratio vs. 1.22% for its advisor-sold twin.
10/07/2015
Albridge Introduces New Data Quality Benchmark to Increase Transparency Across the Industry
Our firm is now enabled to make informed business decisions and take action based on the data quality of the data sources and product companies
10/07/2015
Think Of Them As Super Butlers
Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.
10/06/2015
TrueWealth Named Best Workplace For Women
TrueWealth was formerly Windham Brannon Financial Group.
10/05/2015
Retirees' regrets: They should have saved more
Fifty percent of working Americans don’t have access to a 401(k) at their jobs.
10/05/2015
New Emerging-Market Woes
Companies’ U.S.-dollar debt could be hurt as commodities and currencies fall
10/05/2015
Vancouver forum aims to help wealthy Chinese families stay rich
Over the past decade, a great number of Chinese have migrated to Vancouver in west Canada
10/05/2015
Fund managers face tax crackdown
Asset Management 2020 and beyond: Transforming your business for a new global tax world
10/05/2015
Is Royal Bank of Canada a Safe Bet Right Now?
Economic headwinds are keeping investors on the sidelines, but Royal Bank’s recent earnings performance suggests things aren’t all that bad.