08/07/2017
The operating income of 200 global wealth managers saw an average rise of just 0.04% in 2016, even though assets under management rose some 4% during the year, according to consultancy Scorpio Partnership.
08/07/2017
The FOHF business model has been much derided due to the duplicitous fee structure.
08/07/2017
Retirees “cannot afford to play it safe” by buying up bonds
08/04/2017
The fact that seven percent of investment managers are women is inexcusable.
08/02/2017
Investors Holding Positions Despite Lack of Progress on Key Government Initiatives
08/02/2017
For its survey, the wirehouse polled more than 2,000 retirees and pre-retirees, each with more than $1 million in investable assets.
07/31/2017
My future is important and I’m going to save to make it great.
07/28/2017
The possible reason behind this is that the cryptocurrencies are designed not to be regulated in conventionally.
07/26/2017
The pace of change is only accelerating.
07/26/2017
Studies have found that wealth that is directly passed down to heirs tends to disappear pretty quickly.
07/26/2017
But money isn't the only thing on their minds as retirement closes in.
07/26/2017
Somehow you’re still employed.
07/26/2017
A reading of 100 is neutral; it is the level at which investors are neither increasing nor decreasing their long-term allocations to risky assets.
07/26/2017
While some firms are becoming huge by appealing to advisors—and clients—interested in breaking away from wirehouses and other traditional wealth managers, others are finding efficiencies and using technology to scale down and serve massive num
07/25/2017
Allows some of UBS’s European wealth-management clients to ask Alexa certain financial and economic questions.
07/25/2017
'Bad things happen' when you hand someone a sizable check
07/25/2017
There are several methodologies that can be employed to generate maximal returns from these networks.
07/24/2017
Yup, according to the WSJ, hedge fund managers have “for years accumulated offshore gains without paying federal and state taxes”.
07/23/2017
Is profitability declining for all investment houses, asks Miles Johnson
07/20/2017
Mr. Pfeiffer also announced that three other industry leaders in sustainable investing