02/26/2015
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
Despite increased optimism, nearly one-fifth of owners plan out-of-state move, primarily due to tax burdens
02/25/2015
The Lifeline Program Teams with Penton’s WealthManagement.com to Produce Industry White Paper
02/25/2015
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
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
“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
Study Cites Nine Challenges That Make Operations a Critical Factor in Business Success
02/20/2015
The study also revealed that the vast majority (96 per cent) of affluent Canadians have an investment portfolio
02/20/2015
The rising number of such households brings more wealth to the state
02/19/2015
The white paper identifies five themes that shed light on those expectations and provides eight recommendations for engaging Millennial family clients.
02/18/2015
The study's numerical score is a measure of a bank's risk as a ratio of the total risk contained by a worldwide group of banks.
02/17/2015
These kinds of behavioral biases are the ones that investors should try to overcome
02/17/2015
Tighter regulation has curbed the ability of investment banks to trade with their own money while tougher capital requirements designed to prevent another crisis have reduced their revenues and profits.
02/17/2015
Weakening Expectations in China Limit Impact on Global Growth Outlook
02/16/2015
Last year, the folks at Forbes listed the top 50 wealth managers ranking them by assets under management.
02/13/2015
“Net flows were positive for the month of February, with capital activity in line with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
02/13/2015
On Wall Street’s annual ranking includes 40 advisers across the country
02/12/2015
Objectives-Based Investing May Help Investors Better Achieve Financial Goals and Enhance the Advisor-Investor Relationship - RESEARCH
Advisors adopting an objectives-based investing strategy can help investors maintain a long-term view of their wealth
02/12/2015
They’re all under the age of 35 and richer than Midas – and single.
02/11/2015
In the run up to the Academy Awards on 22 February, Wealth-X today released a list of the top 10 richest individuals in the American film industry. And the award for the wealthiest Hollywood tycoon goes to George Lucas.