04/14/2015
Consumers trust their bank most to provide a mobile wallet
Social media companies like Facebook and Twitter are most trusted by 4% of consumers
Comment, Analysis & Research
04/13/2015
The Risks and Costs of an Ineffective Middle-Office
When assessing the various risks that might affect investment firms, fund managers and investors often overlook an element that can lead to failure if neglected: an ineffective middle-office.
04/13/2015
‘Dull work, flat pay and lousy colleagues’
Global survey finds deep frustrations at heart of financial services
04/10/2015
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015
The survey, which included the views of about 5,300 investors, finds that 71% of investors want to talk about their wealth transfer plans
04/10/2015
Not Even Hedge Fund Managers Think About Alpha at the Altar
Managers' alpha drops around a marriage or divorce
04/09/2015
Investors Still Clueless on Fees
About 30 percent said their firm had no such charges, although most do.
04/09/2015
Managing Risk in Family Businesses
While advisors fiddle with asset allocations, families may face disaster
04/09/2015
Trend Micro, OAS survey reveals growing concern of cyber threats against critical infrastructure
A joint report and survey by Trend Micro Incorporated and the Organization of American States, has been released today focusing on the trends of attack against critical infrastructures. The report on “Cybersecurity and Critical Infrastructure Protec
04/09/2015
CFOs dissatisfied with their organization’s approach to budgeting
Finance executives must innovate and shift to forward-looking planning and forecasting, according to report from Grant Thornton and APQC
04/09/2015
Aging Investors Unprepared to Transfer Wealth to Younger Generation, Advisors Need to Drive Process
Investment firms are not asking the right questions of their clients and may be at risk of losing assets if they fail to establish relationships now with the next generation
04/08/2015
Retirement Preparedness? We're Good, Say Non-Millionaires
Two-thirds of non-Millionaires feel confident about their retirement savings, compared with 84 percent of Millionaires and 92 percent of Ultra High Net Worth households.
04/08/2015
Investment banking: Which firms bagged the most fees in Q1 ?
Fees in Japan decreased 28% compared to a year ago, while fees in Middle East/Africa increased 18% compared to 2014 levels.
04/08/2015
Women Now Control the Majority of American Wealth, New Bank Report Says
Despite controlling most of the wealth in the U.S., women still have a ways to go in terms of equality
04/08/2015
Global wealth flocks to Vancouver real estate
From Albertan black gold to globetrotting wealth to lucky heirs, big money is fuelling huge price increases
04/07/2015
Can these young financiers change the world?
There's also Genevieve Sangudi, a Tanzanian who grew up in Boston and is now head of West Africa for the Carlyle Group.
04/07/2015
Firms Missing the Mark on Millennials’ Digital Expectations
If your firm wants millennial investors, it's going to have to spend more on technology.
04/07/2015
How Rich Millennials Will Reshape Wealth Management
Every generation of affluent consumers makes their mark in reshaping the wealth management industry
04/06/2015
Miami (and N.Y.) are top U.S. choices for international buyers of super-luxury real estate
When the world’s wealthiest 1 percent look for third, fourth or fifth homes, Miami and New York are the only U.S. cities with both the cosmopolitan lifestyle and the real estate to satisfy them.
04/06/2015
Evaluating eRIAs' First Mover Advantage
New research from global analytics firm Cerulli Associates evaluates eRIAs' first mover advantage.
04/06/2015
Kobe Edges LeBron To Take Title Of NBA’s Richest Player
With the National Basketball Association (NBA) playoffs set to begin, Wealth-X today released a list of the league’s top 10 wealthiest active players.