05/16/2018
UAE ‘as competitive’ for international wealth as the US
Deloitte compares the centres based on business environment, provider capability, stability, and tax and regulation.
05/16/2018
As Digitization Raises the Stakes, Investment Banks Must Raise Their Games
Despite Recent Revenue Uptick, Continuing Migration to Digital Services and Business Models Is Pressuring Banks to Be More Client Centric, Attract Fresh Talent, and Become More Agile, Says Report by The Boston Consulting Group
05/16/2018
The Wealth-X Billionaire Census 2018
The report attributes this significant increase in wealth to a synchronized upturn in the world economy and climbing equity markets.
05/16/2018
Five Predictions On The Future Of Wealth Management
From robo-advisors and the digital transformation to shifting demographics within advisories themselves, here are five of the biggest changes that we see on the horizon for wealth managers across the board.
05/16/2018
Most Americans Don’t Have a Financial Plan, and Many Think Their Wealth Doesn’t Deserve One
Planners Demonstrate Better Money and Investing Habits Says Schwab’s 2018 Modern Wealth Index
05/15/2018
Hong Kong could overtake New York as the world's billionaire capital very soon
According to Wealth-X research, Hong Kong's surge in wealth was "driven by a strong domestic economic performance
05/10/2018
DonorSearch specializes in working with nonprofit organizations, and Wealth-X works with clients across the nonprofit, financial services, luxury, and education sectors.
05/09/2018
Chubb's Small Commercial Marketplace® Earns Top Honors; Modernizes How Small Business Insurance is Placed and Serviced
05/09/2018
In part, the move to the private side is a way for companies to get out of the quarterly reporting limelight, he said.
05/09/2018
How to Run a Business
05/04/2018
But Best Performance Since 2010 Does Not Mask Underlying Trends Exerting Significant Margin Pressure; Players Must Take Action to Secure Positive Trajectory for the Future, Says Report by The Boston Consulting Group
05/04/2018
The fully integrated solution also provides real-time updates of intra-day transaction status changes throughout the lifecycle of the settlement, along with straight-through-processing enabled communication with global and local custodians.
05/04/2018
Digital disruption makes it easier for financial companies to relocate
05/03/2018
"We keep getting told by managers that their value creation process tends to be longer than the typical horizon of an investor"
05/03/2018
They placed at No. 37 on the ranking this year, compared to No. 20 last year.
05/03/2018
“During the past three years, MFOs’ compounded growth rate of 10% has at least doubled that of the traditional high-net-worth (HNW) market leaders, including wirehouses at 5%, trust companies at 4%, and private banks at 2%,”
05/03/2018
Despite Krawcheck’s success, the gender gap in the industry is closing too slowly, she said.
05/02/2018
Oppenheimer & Co. similarly reported on Friday that its broker headcount as of the end of the first quarter shrunk by 77 over the past year to 1,082—and by 141 over the past two years.
05/02/2018
Krawcheck, who worked her way to the top of some of the biggest financial firms before throwing it all aside to start Ellevest
05/02/2018
The São Paulo-based bank’s 90-day default ratio remained stable in the quarter, at 3.1 percent. Although default ratios fell for retail loans, asset quality decreased for large companies.