03/04/2015
Forbes' Tamny: 'Robots Will Be Biggest Job Creators in History'
The capabilities of robots are increasing rapidly, leading some analysts to worry that they will take away human jobs
Comment, Analysis & Research
03/04/2015
Wealth-X Reveals: The World’s Top 10 Wealthiest People Under 40
The list is dominated by other male technopreneurs, with four of the men deriving their fortunes from their early involvement in Facebook.
03/04/2015
Quantitative Easing Not Working, BlackRock’s Fisher Says
BlackRock’s Peter Fisher says that central-bank bond-buying programs aren’t working.
03/03/2015
Asian-Americans will soon be wealthiest Americans
The growing national concern about economic inequality raises many questions
03/03/2015
Deutsche Bank releases annual Alternative Investment Survey
Deutsche Bank today released its 13th annual Alternative Investment Survey, one of the industry’s largest and longest standing hedge fund investor surveys
03/02/2015
The World's Richest Hedge Fund Billionaires
There are 45 billionaires in the world who have made their fortunes managing hedge funds.
03/02/2015
Robo-advisors have yet to prove their worth
The term robo-advisors refers to a group of online advisors that use computer algorithms instead of costly financial advisors
02/27/2015
69% Unprepared as Deadline Looms for More Secure Credit Cards
Adoption Rate Higher Among Richest Americans, But Still Under 50%
02/27/2015
Research Reveals Majority of Retirees Likely to Move at Least Once During Retirement, With 30 Percent Moving into Larger Homes
Sixty-five percent of retirees say they are living in the best homes of their lives, according to a new Merrill Lynch study conducted in partnership with Age Wave.
02/26/2015
Rise of Super-Ensembles Signals a Profound Shift in the Advisory Industry - Pershing
According to new research released by Pershing Advisor Solutions entitled Super-Ensembles: The Firms Who Are Shaping the Future of the Industry, a group of 250 super-ensemble firms are poised to shape the future of the advisory industry
02/26/2015
The 25 Highest-Earning Hedge Fund Managers And Traders
A little more than one year ago, Steve Cohen’s SAC Capital Advisors pleaded guilty to insider-trading related charges stemming from a sweeping federal investigation into the hedge fund firm.
02/26/2015
Union Bank’s Small Business Economic Survey Finds Brightest Economic Outlook Since 2012
Despite increased optimism, nearly one-fifth of owners plan out-of-state move, primarily due to tax burdens
02/25/2015
New Survey Finds Most Financial Advisors Don’t Understand Life Settlements
The Lifeline Program Teams with Penton’s WealthManagement.com to Produce Industry White Paper
02/25/2015
Affluent Investors Focused on International News
The highest percentage of affluent investors surveyed (21 percent) cited “international news” as the stories in the media most affecting their economic outlook. This is up from 10 percent from November, when this question was last asked.
02/24/2015
Why Will Deutsche Bank Fail the Fed’s Stress Tests?
Deutsche Bank and Santander’s U.S. units are predicted to fail tests in March because they won’t meet qualitative aspects of the review that weren’t included in the European tests
02/23/2015
SS&C GlobeOp Forward Redemption Indicator: February notifications 3.64%
“Redemption requests increased for the month of February, but remain consistent with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
02/23/2015
Growing Complexities of Asset Management Demand an Evolutionary Leap in Operating Capabilities - SEI
Study Cites Nine Challenges That Make Operations a Critical Factor in Business Success
02/20/2015
BMO Private Banking Provides "Snapshot" of an Affluent Canadian's Retirement
The study also revealed that the vast majority (96 per cent) of affluent Canadians have an investment portfolio
02/20/2015
Number of millionaires climbing across Ohio
The rising number of such households brings more wealth to the state
02/19/2015
Millennial Family Clients Want to Keep Their Family's Advisors - FOX
The white paper identifies five themes that shed light on those expectations and provides eight recommendations for engaging Millennial family clients.