10/05/2014
However, the report reveals that UHNW philanthropists are expanding their philanthropic approaches and activities, shifting from major giving towards self-sustaining projects and entrepreneurialism.
10/02/2014
The wealthiest investors are more likely than those less wealthy to use Full Service Brokers as their primary advisor.
10/02/2014
Participation is open to any firm that provides a combination of planning and investment advisory services to ultra-wealth firms - See more at: http://globenewswire.com/news-release/2014/09/30/669549/10100388/en/Family-Office-Exchange-Launches-2014-Wealth
10/02/2014
Broadridge Financial Solutions, the provider of investor communications, technology-driven solutions and data and analytics, has announced the findings of a global survey of more than 400 executives assessing recent operational changes among financial ins
10/02/2014
Global technology giant Google is investigating ways to disrupt the investment industry, it has emerged.
09/30/2014
Google has commissioned research on how it could enter the asset management industry, adding weight to widespread fears in the fund sector that the world’s biggest internet companies could destroy the livelihoods of established fund houses.
09/30/2014
Robbins, 44, founder of Glenview Capital Management, has been one of the hottest hedge fund managers in the last three years.
09/30/2014
One firm that gets the link between culture and performance is the Canadian wealth management business, RBC. A market leader based on assets under care, RBC Wealth Management Canada views culture as a strategic enabler.
09/29/2014
Soros' philosophy toward asset management revolves around the scientific method
09/29/2014
The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion
09/28/2014
US residents not only live longer than they did in the past. They also live differently, with many people working longer.
09/27/2014
Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.
09/25/2014
The result, which is closely watched by the industry, puts JPMorgan on track to keep its top slot in the full-year league tables. It has ranked first since Coalition began publishing its rankings in 2010.
09/25/2014
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results
09/25/2014
On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers
09/24/2014
Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.
09/24/2014
Selecting a financial adviser is a decision that will affect the quality of your lifestyle for many years, even for the rest of your life.
09/24/2014
What a payment represents in 2020 will be much different from it does today, as it will represent much more than just the settlement of a transaction or the movement of funds.
09/24/2014
"Another benefit of centralizing these efforts is streamlining the conversations between product and portfolio managers," DeBolt explains.
09/23/2014
Investing successfully in art has always been a bit of a quagmire: opaque, inscrutable, unpredictable, ruled by passionate collectors and secretive insiders, a dangerous game for amateurs.