06/05/2015
Time for trading technology to grow up
Software can be tested and certified
Comment, Analysis & Research
06/05/2015
How Wall Street Pros Play the Market
Financial economists have known for a long time that asset prices fluctuate more than would seem to be efficient.
06/05/2015
The Importance Of A High-Caliber Narrative In Raising Capital From Single-Family Offices
When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.
06/04/2015
Number of $1 bln-plus investors in hedge funds swells - Preqin
The rise in demand comes even after several high-profile investors
06/04/2015
Why I’m Not Going Brazilian (Yet) By Tim Gregory, Psigma Investment Management
Last year there was a brief period of excitement when international investors believed that incumbent President Dilma Rousseff would lose the general election paving the way for much needed economic reform.
06/04/2015
The 'sweet-spot' of annual relationship manager interactions
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/04/2015
Only Half of Top 200 U.S. Institutional Asset Management Firms Are Active on Social Media
BackBay Communications research reveals significant opportunity for investment managers to utilize social media to further build their brand and their business
06/03/2015
Anatomy of a Billionaire
UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled
06/03/2015
Cindy Crawford, You and Portability
This strategy may not be as beautiful as you think
06/03/2015
Funded Status of U.S. Corporate Pensions Rises to 91.6 Percent, According to BNY Mellon ISSG
Public Plans, Foundations and Endowments Miss Targets
06/03/2015
Centre of Gravity Of Wealth Shifts East Away From US Over Past 20 Years, New Report Shows
Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.
06/02/2015
Jon Henschen Publishes “How Super OSJs Bring Innovation to Broker-Dealers”
Independent channel broker-dealer recruiter Jon Henschen looks at how super OSJs are bringing unique value propositions to the independent broker dealer channel in an environment where broker-dealer creativity is often limited by burdensome regulation
06/02/2015
New BNY Mellon white paper highlights transformative role of Big Data
The new paper -- Big Data and Investment Management -- highlights how custodians, depositary banks and administrators are positioned at the forefront of product development around Big Data solutions
06/02/2015
In "Game of Robos," is Winter Coming for Smaller Firms?
Robo advisor growth continues to pick up speed and shows no signs of slowing down
06/01/2015
5 of today's most powerful business dynasties
Power and wealth often come hand in hand, and can be passed down from generation to generation
06/01/2015
Women Are Scarce Among Fund Managers
A Morningstar study finds that less than 10% of fund managers are women.
06/01/2015
'The Changing Shape of Capital Markets in Emerging Economies' - RESEARCH
The balance of global economic power, the authors note, has shifted toward emerging economies, with these nations combined now accounting for 51 percent of global output on a purchasing power parity basis.
05/29/2015
Top Retirement Spots For The Ultra Rich
The global ultra high net worth population reached an all-time record high of 211,275 in 2014 with a combined net worth of nearly $30 trillion
05/29/2015
Research reveals US expats’ thoughts on voting while abroad
Expat Americans have revealed they don’t feel well-represented by the US government, but many do not bother to vote in elections even if they can do so
05/29/2015
Rich Millennial Women Are More Likely To Outearn Their Husbands Than Previous Generations
The findings are based on a nationwide survey of 640 high net worth (HNW) individuals with at least $3 million in investable assets.