07/07/2017
The four most common reasons the wealthy invest in life insurance
Collecting life insurance early is no easy task.
Comment, Analysis & Research
07/07/2017
Technology Works Best When Combined With Human Intelligence
Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.
07/05/2017
Wall Street Banks Face Another False Chinese Dawn
Its 51 percent holding in a venture with Qianhai Financial Holdings Co. will be envied by rivals.
07/05/2017
Millionaire Investor Confidence Index Rebounds from Historic Decline in May
Politics Continue to Plague Investor Attitudes
07/03/2017
Top 1000 World Banks 2017
The Banker’s Top 1000 ranking shows that fast growth in major emerging markets is still a huge economic driver
07/02/2017
US bank CEOs earn up to three times more than rivals
Bumper payouts unchanged since 2008 financial crash, says Bernstein report
06/30/2017
Traders Who Left Banks for Hedge Funds Now Heading Back to Banks
There’s also another factor: many macro funds just don’t make money anymore.
06/30/2017
Canada's largest bank is exploring disruptive technology
Bank CEO says innovation is key to future success
06/29/2017
How To Upgrade The Single-Family Office
When single-family offices are performing subpar overall or with respect to particular deliverables there are usually a combination of reasons acting in concert.
06/29/2017
‘Like believing a bad boyfriend’: Argentina’s long road back to wealth
Within his first 18 months Macri has managed to resolve the country’s 15-year debt standoff
06/27/2017
AI to drive GDP gains of $15.7 trillion - PwC
"The big challenge is how to secure the right talent, technology and access to data to make the most of this opportunity."
06/27/2017
The World Ultra Wealth Report 2017
The number of super-rich 'ultra-high net worth' people in the world is growing
06/27/2017
What Are Super-Rich Solutions?
According to John Bowen Jr., founder of BSW Inner Circle, “Some super-rich solutions are particularly applicable to successful entrepreneurs.
06/26/2017
Schroders Global Cities 30 index
The Schroders Global Cities 30 index is compiled on a range of factors, including the projected growth of the economy, disposable incomes over the next decade and the size of the population.
06/26/2017
Cerulli: Investment Consultants’ Influence Will Rise in 2017
The majority of institutional assets flowing in the U.S. is intermediated by investment consultants, according to new data from Cerulli Associates.
06/26/2017
Trends, technology help make advisors better: Study
Just more than half, or 54 percent, of Americans trust the financial services industry. Similarly, only 51 percent of industry survey respondents said they had a "positive" impact on society.
06/26/2017
Concerns over Scarcity of Short-Term Liquidity Push 80 Percent of Investment Managers to Diversify Funding
The survey of senior investment management executives from over 120 global firms, conducted during Q1 2017, found that more than 90% of companies saw demand for high-quality collateral
06/26/2017
Barclays and Time Inc. Announce Exclusive Agreement
Barclays will initially launch the Barclays FORTUNE 500 Equal Weighted Index in July 2017.
06/24/2017
Will Impact Investors Embrace Employee-Owned Companies?
There are primarily two types of employee ownership.
06/23/2017
UBS Wealth Management launches white paper on millennial wealth
Global digital connectivity is reshaping how the world approaches wealth, especially in the case of millennials and their advisers.