12/12/2018
68% of wealth managers think their firm’s technology is poor
This number is set to increase even though a large proportion of wealth managers are behind on their mobile offerings.
12/12/2018
This number is set to increase even though a large proportion of wealth managers are behind on their mobile offerings.
12/11/2018
With Bitcoin and other cryptocurrencies steadily losing value during 2018 – as much as 80% compared to their peaks last year – is it time to admit that the great experiment with decentralized, distributed ledgers has failed?
12/11/2018
Campden strives to help families engage with peers, experts, and best-in-class partners, to encourage stronger stewardship of their family’s wealth and legacy.
12/10/2018
Chambers cited Witeck’s areas of expertise to include “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”
12/10/2018
Goldman started his career with jobs like a peddler with a horse-drawn cart, after which he tried his hands on Shop-keeping in Philadelphia.
12/10/2018
Emerging-market stocks slid deeper into a bear market in October as rising Fed rates pushed up the value of the dollar and a trade war intensified, hitting countries such as Indonesia and South Africa that had weaker fundamentals.
12/10/2018
Hamilton Lane has grown significantly in the years since it was first included in these rankings.
12/07/2018
As we enter 2019, all eyes will be on rising rates, trade tensions, and inflation fears. Given this backdrop, we see a broad array of investment opportunities for active managers.
12/07/2018
The Banker named Banco Popular de Puerto Rico Bank of the Year Puerto Rico, acknowledging the bank?s continued expansion and customer base growth, racking up strong numbers in 2017.
12/06/2018
Overall, real estate is currently the third largest asset class component of family offices’ portfolios.
12/06/2018
The percentage of art collectors who have purchased art online before they’ve seen it in person has more than doubled in the past year
12/05/2018
Despite rapidly growing interest in AI to improve financial planning and analysis (FP&A), only a few organizations are currently using it successfully
12/05/2018
The FOW International Awards celebrate those who have provided exceptional service and/or innovation to their clients and the industry.
12/05/2018
So far the scheme seems “dirty business as usual”, right?
12/05/2018
At a certain point, another million dollars doesn’t make anything newly affordable. That’s when other motivations take over.
12/04/2018
The results are in and 2017 was the best year ever for the world’s billionaires.
12/04/2018
Men spooked about how to act in the workplace in the wake of the #MeToo movement should remember basic lessons from grade school, according to Ellevest CEO Sallie Krawcheck.
12/03/2018
Regulators are demanding increased transparency which means greater scrutiny leading to investigations and enforcement.
11/29/2018
To avoid thinking about the former in order to avoid thinking about the latter is an exercise in self-sabotage, and for a community that has enough hurdles, retirement planning can’t be talked about enough.
11/29/2018
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.