11/18/2014

Mergers and acquisitions stay on torrid pace

Two mega-mergers worth a combined $100 billion Monday scorched the hottest year for mergers and acquisitions since before the 2008 financial crisis, and the pace and scope of M&A could be even stronger in 2015.

11/17/2014

Study Shows MFOs on the Rise

Their research indicates that the multi-family office (MFO) channel features over 200 firms controlling more than $700 billion in assets.

11/12/2014

PNC among millionaires' top banks

PNC was in a three-way tie for fourth with SunTrust Banks Inc. and U.S. Bancorp at 2 percent. Scoring 1 percent were 42 financial institutions.

11/12/2014

UHNW Asset Allocation

On average, ultra high net worth investors manage about half of their assets without professional assistance, according to a new Spectrem study of households with a net worth between $5 million and $24.9 million (not including primary residence).

11/12/2014

Who are the UHNW's Primary Advisor?

Among Ultra High Net Worth investors with a net worth between $5 million and $25 million, Fidelity was listed as the primary advisor for 10 percent, while Morgan Stanley was listed as the primary advisor for 9 percent of investors.

11/12/2014

SPDR slips down international ranks

In Asia, a small but fast-growing region for ETPs, BlackRock’s iShares ETP unit nabbed the number one ranking by market share at the end of September for the first time and kept that top spot in October.