07/19/2019
SEI Study Uncovers the Impact of Advisor Biases on Client Outcomes
It's important for advisors to understand risk along two dimensions
Comment, Analysis & Research
07/19/2019
Elizabeth Warren Declares War on Private Equity ‘Vampires’ in 2020 Plan
Democratic candidate says she’ll combat Wall Street ’looting’
07/19/2019
The 5 Paradigms That Are Shaping Industry 4.0 And Their Impact On Family Office Investments
At the recent Global Manufacturing and Industrialization Summit (GMIS) in Yekaterinburg, Russia, this fourth revolution and everything around it took center stage.
07/19/2019
BNY Mellon net income slips in second quarter
The group’s assets under management totalled $1.8 trillion at the end of June 2019, up 2% from a year ago.
07/18/2019
US high rollers buy London homes expecting post-Brexit bounce
The company says it plans expansion in the prime central London market
07/18/2019
ViewPoint by SS&C Technologies
Whether it regards user experience, staffing needs post-outsourcing
07/18/2019
How Wealth Managers Are Using Technology To Understand Their Clients Better
Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.
07/18/2019
Who will write the wealth industry’s future: Big banks or robo advisors?
To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.
07/17/2019
Burgeoning family offices manage $5.9 trillion - Campden
The total estimated wealth of the families they work for stood at $9.4 trillion.
07/16/2019
Succession Planning Options for Family-Owned Companies
Succession plans involve lengthy and potentially emotional conversations about legacy, values and where the company should go once you've stepped down.
07/15/2019
Challenges facing family offices: what is holding you back?
Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.
07/15/2019
US bonds present ESG problem
Investors with otherwise sound ESG integration could be exposed to these companies - especially as many of the companies in question are unlisted.
07/15/2019
Citigroup Reports Profit, Revenue Boost
Revenues increased 2% from the prior-year period
07/15/2019
Wealth Management Platform Market to Set Phenomenal Growth from 2019 to 2025
Some are the key players taken under coverage for this study are SS and C, Fiserv, Broadridge, FIS, Profile Software, Temenos, SEI Investments, Investedge, Finantix, Comarch, Objectway & Dorsum.
07/09/2019
Hedge Funds Post Best First Half in Decade
Equity funds were the best-performing broad strategy, gaining almost 9% in the period.
07/08/2019
What You Need to Earn to Be in the Top 1%
And if you consider yourself relatively well-to-do, you may be in the top 5% or 10% already.
07/05/2019
The rise and rise of private capital
Why investors are seeking higher returns away from public markets
07/04/2019
Wealthy Clients Make Shift From U.S. Equities to Alts
Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.
07/04/2019
Why Climate Change Concerns Don't Always Push Advisors Into ESG Investments
he plans to launch of a marketing campaign for customized impact investment portfolios, not based at all on those ratings.
07/03/2019
The largest private banks in the US
The US bank is looking abroad to expand its wealthy client base. Earlier in the year, it acquired a minority stake in French asset manager Tikehau Capital Advisors.