06/25/2025
The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement.
06/24/2025
What defines winners today is no longer exposure to market performance or the ability to poach senior bankers
06/24/2025
Demand weakens along with other traditional destinations for wealth migrants
06/24/2025
More than half expect increased market turbulence over the next 12 months, and that expectation has refocused their interest in active management.
06/23/2025
With the US dollar weakening, private banks are turning to hedging strategies and diversifying into assets like gold and European markets.
06/20/2025
This suggests higher risk for these investors and lower demand all other things being equal.
06/18/2025
The research found that not only are women are more open to financial advice than men, they’re also more likely to stay loyal to a financial advisor once they have gotten started.
06/17/2025
Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey.
06/17/2025
Weekly economic review for the week ended June 13, 2025
06/16/2025
'Employment will come down a little bit, inflation will go up a little bit—hopefully, it's just a little bit.'
06/13/2025
The market in 2025 would mean that they were relying on their trading desks for liquidity and market intelligence, observed Heinel.
06/12/2025
Insights into giving and inheriting wealth across generations.
06/11/2025
Americans now hold $34.7 trillion in home equity – more than the entire U.S. GDP. Of that, mortgage holders account for $17.6 trillion
06/10/2025
Relationships with sales teams and a firm’s marketing efforts, however, greatly influence advisors’ attitudes, too.
06/05/2025
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.
06/05/2025
Analysts had forecast 237,000 new applications.
06/04/2025
The survey found consumers may be mistaking higher-yielding bank accounts
05/30/2025
Pitcairn was founded in 1923 by the sons of industrialist John Pitcairn.
05/22/2025
Those who broke from party lines against the package are calling for increased cuts to Medicaid and other programs
05/22/2025
Many are missing a critical financial safeguard, study shows