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
07/19/2017
Some of the longer-term assets aren’t doing very well.
07/19/2017
The fear that I talk about in the book is very much becoming rogue trading or being labeled a rogue trader.
07/19/2017
Despite growing interest from hedge funds in AI and machine learning technology, the gap between the performance of discretionary and systematic funds continues to widen
07/18/2017
He has been sharing his investment tips and tricks on his blog for several years — though he’s neither the leader of a band of get-rich-quick-scheme-hunting suckers, nor an arrogant young spendthrift with more money than sense.
07/18/2017
Christine Gill, BNY Mellon’s Head of Investor Solutions Group and U.S. Financial Institutions, discusses the rule and what the changes mean for clients.
07/17/2017
The U.S. was named the country with the largest amount of investments in Turkish companies.
07/17/2017
Investors turn to property, infrastructure, private equity and hedge funds
07/17/2017
But family offices have secretly taken over Wall Street, and they’re starting to take over the global financial industry too.
07/17/2017
Only seven private-equity funds worth more than US$1 billion have ever lost money for investors.
07/17/2017
Dominion was in advanced and friendly talks with Washington on a sweetened cash takeover bid.
07/14/2017
SS&C GlobeOp Hedge Fund Performance Index: June performance 0.04%; Capital Movement Index: July net flows decline 1.80%
07/13/2017
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/12/2017
Generation X marks the spot for wealth managers’ next big fee pool.