05/22/2019
Around half of investment managers are currently using alternative data with another quarter planning to do so in the next 12 months, according to the research.
05/16/2019
They redistributed the survey to the industry in April 2019 where they gathered 54 responses to highlight more recent findings, specific to the US market.
05/10/2019
Net worth of global billionaires dropped 7 percent according to Wealth-X
05/09/2019
As technology turns investment management into a commodity, advisers need to find better ways to add value
05/07/2019
Merrill Lynch’s recent decision to put 300 salaried advisors assigned to its digital advice offerings into traditional wealth management branches
05/07/2019
The financial titan is generating some of the best profitability and growth among the major U.S. banks
05/07/2019
Only 21% reported feeling pessimistic
05/06/2019
There’s a commonly held view that the rich are very careful with their money. But are entrepreneurs different to ‘traditional’ rich people?
05/06/2019
The Chinese will feel more comfortable dealing with the matter than they did last year.
05/05/2019
Many companies are taking steps to increase the diversity of their workforces.
05/01/2019
In the latest survey of 36 fund managers conducted April 17-30, global equity allocations accounted for 47.0 percent of the model portfolio from 47.6 percent in March.
04/30/2019
Research says more than 80% of wealth management clients express interest in financial advice and planning, yet half of these remain on the sidelines
04/24/2019
A major recurrent theme is the ongoing transformation of the industry.
04/15/2019
Mr Draghi's intervention is notable given central bankers are usually loath to comment on politics or events in economies other than their own.
04/15/2019
The Treasury Department estimated recently that the current budget deficit would reach $1.1 trillion by the end of fiscal year 2019.
04/15/2019
Like other banks, Wells Fargo has benefited from a rise in interest rates
04/15/2019
The study results make us ask why social investment isn't more widely understood and why it's not been more widely adopted in the U.S
04/14/2019
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In
04/12/2019
“Arguably it’s the most powerful trend in our industry,” said Andy Sieg, president of Bank of America Corp.’s Merrill Lynch Wealth Management unit.
04/10/2019
The benefits of an external third-party provider approach were further highlighted when respondents were asked where they looked first for data management solutions.