01/28/2014
Charitable Contributions of Wealthy Investors
More than 90 percent of the wealthiest investors make charitable contributions.
01/28/2014
More than 90 percent of the wealthiest investors make charitable contributions.
01/28/2014
Advisers need to understand distinctions between women and men investors
01/24/2014
While Hoey believes that inflation will rise eventually, he thinks it will drift higher only gradually over the coming years and that governments and central banks will be tolerant of that gradual upward drift in inflation.
01/24/2014
Assets under custody and administration were $27.43 trillion at Dec. 31, up 5.4% from Sept. 30 and up 12.5% from a year earlier.
01/22/2014
But finding that growth has gotten tougher.
01/22/2014
There has been a drop in the number of households in Florida that have at least $1 million in investable assets.
01/17/2014
More than 6 million households in the United States have liquid assets worth more than $1 million
01/17/2014
2014 is set to be a year in which we will see a synchronised global economic upturn – with all major regions and economies posting positive growth for the first time since 2007.
01/17/2014
Ranking No. 80 on this year's list, it marks the seventh time that KPMG has been recognized by FORTUNE.
01/17/2014
According to new research from global analytics firm Cerulli Associates, 43% of financial advisors are either at or are approaching retirement.
01/15/2014
Women hedge fund managers have outperformed their male rivals, on average, for the second year in a row.
01/15/2014
Private wealth is increasingly shaping the world's real estate markets and the use of private equity in major property deals worth at least US$10 million has nearly trebled since 2009.
01/14/2014
"Wealth provides many investors with the privilege of benefiting from institutional products and prices across asset managers, and it also grants them the ability to leverage their status among providers and advisors," states Donnie Ethier, asso
01/13/2014
"Most companies are operating on overdrive as they seek to expand and grow their businesses, while maintaining an eye on the bottom line," states Cindy Erickson Zarker, director at Cerulli.
01/13/2014
Millionaires surveyed about their annual expenditures indicated finds strong spectactor support for the arts over sports.
01/10/2014
Everyone’s heard of the Oracle of Omaha—Warren Buffett, the billionaire chairman and chief executive officer of Berkshire Hathaway.
01/09/2014
He has been involved in the foreign-exchange markets for more than three decades and is chief executive of New York-based FX Concepts, which peaked at about $14 billion in assets in 2007.
01/07/2014
One of the more anticipated annual lists of market predictions comes from Nuveen Asset Management's Bob Doll, the veteran investment strategist who previously held top posts at BlackRock and Merrill Lynch.
01/06/2014
More than a third (35%) of global financial services professionals working in banks, asset management and hedge funds believe that executives should be held criminally liable for the actions of staff.
01/06/2014
One of the footnotes to the financial crisis is how the country’s perception of those who work in finance has changed.