06/22/2021
Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.
06/22/2021
The study revealed that despite major declines at the start of the pandemic, companies deemed the most digitally mature saw valuations 23% above precrisis levels, on average
06/21/2021
Lincoln Financial Group Expands Advisor Managed Accounts Service
Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy
06/21/2021
Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.
06/21/2021
The US central bank’s nod to the surging American recovery frightened markets last week.
06/20/2021
Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
06/17/2021
ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’
Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview
06/17/2021
BCG CEO Rich Lesser Named the Top CEO for Large US Companies by Glassdoor
Approval Rating of 99% by BCG Employees Helps Drive Number One Position in Annual Rankings from One of the World’s Largest Job and Recruiting Sites
06/17/2021
Inflation unlikely to raise further: BofA
“Investors [are] bullishly positioned for permanent growth, transitory inflation and a peaceful Fed taper via longs in commodities, cyclicals and financials,”
06/17/2021
Post-pandemic to-do: Why in-person financial advice tops the list
More Canadians are eager to see their advisor in-person than attend a concert, sporting event or visit a buffet restaurant, according to new TD survey
06/16/2021
It’s almost as if crypto doesn’t act like shares—so when the business media look at crypto, they don’t have a proper metric to evaluate.
06/15/2021
Mehta has been instrumental in institutionalising the WAMI family office by designing its governance framework, investment policy and strategic asset allocation framework.
06/15/2021
Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.
06/15/2021
Asset managers need technology to reshape product offerings and operational models, says report
06/11/2021
The results highlight a new generational divide in wealth creation from crypto, with younger investors able to earn vast fortunes from the surge in the prices of bitcoin, ether and other digital currencies.
06/10/2021
Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group
06/10/2021
Considering the benefits of crypto
06/10/2021
CEO of IPC, a technology and service leader powering the global financial markets.
06/10/2021
Bitcoin hit a high of about $29,000 in late December 2020, according to CoinMarketCap, but earlier in the year, went below $4,000.
06/10/2021
At IQ-EQ, we are trying to help RE managers navigate the complex maze of SEC regulations.