10/01/2015
Area wealth manager featured in Forbes
In his contribution, Mullis discussed the state of the market and important things individual investors should keep in mind.
Comment, Analysis & Research
10/01/2015
Make Your Client Relationship Personal and Keep It Compliant
Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.
10/01/2015
Wall Street expects a bonus bonanza for M&A bankers in 2015
Managing directors have typically worked on Wall Street for about 10 years.
10/01/2015
How to get accelerated offers from Goldman Sachs, J.P. Morgan and others
Recruiting full time graduates through summer internships is nothing new in investment banking.
10/01/2015
Why Citigroup should ditch retail banking: Bove
Citigroup has tried retail banking under a variety of CEOs in a variety of markets
10/01/2015
More than half of large insurers to increase use of cloud and co-sourcing services over next five years finds SS&C survey
Technology is key in improving performance measurement, risk analysis and investment management across broader and more complex asset classes
10/01/2015
Asset Protection Planning Increasingly Appeals To The Ultra-Wealthy
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
The future of wealth management: technology, regulation, millennials, and women
It’s still uncertain how to best cater to and work with millennials on wealth management.
10/01/2015
Ultra Wealthy Buying Homes Globally for Investment Diversification, Gain Citizenship
According to a study by Wealth-X and the Sotheby's International Realty, a growing number of ultra-high net worth individuals view homes as 'opportunity gateways
10/01/2015
How the Superwealthy Plan to Make Sure Their Kids Stay Superwealthy
Passing on a fortune isn’t as easy as it seems.
10/01/2015
An Update on the Trust Industry
Spectrem's Personal Trust Update details the drop in personal trust accounts, even as American wealth increases.
10/01/2015
If you get rich, don’t forget to switch this one overlooked thing
You could be risking everything if you don’t upgrade your personal insurance
09/30/2015
Global funds cut equity holdings as growth fears mount
The uncertainty and mixed messages from Fed officials over the last week has helped push global equity markets to a two-year low.
09/30/2015
US$7.6tn hidden in tax havens - almost half annual US GDP
Oxfam in a report published last January said that in 2013 the number of billionaires holding the same amount of wealth as the bottom 50% of the global population of 7bn was at 92.
09/30/2015
The Missing Link For Family Offices
Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests.
09/30/2015
Wealth-X Study Reveals The Social Graph Of The World's Wealthy
Wealthy individuals move in specific circles, whether it is their professional circle with business partners and colleagues, or their social network with friends and family.
09/30/2015
Extra Perks Rich People Get With Their Car Insurance Quotes
Here’s further evidence that the rich don’t live like the rest of us: Even their car insurance quotes come with extra perks.
09/30/2015
America is the richest, and most unequal, country
A new report dubs America the “Unequal States of America” due to its gaping wealth inequality.
09/30/2015
Robo-Advisors and Traditional Investment Advisors Battle for Hearts and Minds of Retail Investors: TABB Research
Examines Trends, Disruptive Nature of Robo-Advisor Market; Highlights 16 Initiatives of Robo-Advisors, Wealth Management Firms and Bionics
09/30/2015
Missed the Cut: The Billionaires Too Poor To Crack The Forbes 400
The barrier to entry this year is $1.7 billion — higher than ever before — and in all