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
05/13/2025
Despite increased popularity, the promise of UMAs has only been partially realized.
05/12/2025
Banks must enable adaptable risk management into every layer of their digital and operational transformations
05/12/2025
The ‘flying palace’ would possibly be the most expensive gift ever received by the US government
04/24/2025
The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.
04/17/2025
Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele
04/17/2025
The modernization of the global workforce has transformed how the industry approaches compliance leadership.
04/16/2025
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/15/2025
The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks.
04/09/2025
The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address.
04/09/2025
When will mortgage rates finally drop back down near the 3% mark?
04/09/2025
If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'.
04/08/2025
Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030