07/26/2016
Citigroup, HSBC Jettison Customers As Era Of Global Empires Ends
Once upon a time, about a decade ago, the New York-based bank had a global retail empire stretching from Tokyo to Tegucigalpa.
Comment, Analysis & Research
07/25/2016
Phew, what a summer! by Justin Urquhart Stewart
From failed military coups, suspicious or otherwise, to political leaders changing, or not in Labour's case, and the economic uncertainty that results from Brexit.
07/25/2016
Q&A: Former Wall Street CEO wants women to invest — that includes you, millennials
What you need to know about investing but were too afraid to ask
07/25/2016
Large Outflow of Money Witnessed in SEI Investments Company
SEI Investments Company is a provider of investment processing, investment management and investment operations solutions.
07/25/2016
How Billionaire Tepper's Move to FL Changed NJ's Economy
The state now has to find a way to offset that significant loss of revenue.
07/24/2016
SS&C GlobeOp Forward Redemption Indicator: July notifications 2.95%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices
07/24/2016
Why aren't there more women fund managers?
Men still overwhelmingly dominate investment management, but inroads have been made
07/21/2016
US consumers buoy big lenders’ profits
Retail divisions ‘firing on all cylinders’ with lending as default rates run near historic lows
07/21/2016
Global X Survey Finds Key Behavioral Distinctions Among High Net Worth Gen X and Millennial Investors
Although it is important to recognize that one investor could be very different from another, we found that there are key commonalities when grouping investors by age and wealth bracket.
07/21/2016
BNY Mellon Q2 Profit Tops Estimates, Revenues Miss
Earnings per common share up 3%, or down 1% on an adjusted basis year-over-year
07/20/2016
401(k) Investors Feel Confident, Know Little About Their Investments
About a quarter of those surveyed said they feel totally uneducated on the subject.
07/20/2016
Union Bank's Head of Wealth Group Takes Team Approach To Grow Business
Ever since Michael Feldman took over the Wealth Markets Group in June of 2015, he has reached out to other areas of the bank to coordinate how best to mutually drive business.
07/20/2016
Four Things To Know About Ultra-High Net Worth Clients
Celebrities and the ultra rich, to put it simply, buy differently than most other people
07/20/2016
Why Public And Private Organizations Have Different Time Frames
The logic is all about risk and reward.
07/19/2016
The Difference Between Having An Estate Plan And A Wealth Transfer Plan
Having proper estate planning documents can speed the transfer process, decrease costs, and help keep family harmony.
07/19/2016
Global AUM Figures Reflect Tough Private Banking Market
Most institutions showed a notable slowdown in AUM growth and a squeeze on operating margins with market conditions and hesitant clients also suggesting tough times ahead.
07/18/2016
Morning Coffee: Citi and J.P. Morgan show how Brexit’s helping banks. “Most unusual economic environment for 30 years”
Last year, investment banking revenues were $228bn, says BCG.
07/15/2016
Former World Leaders and Central Bank Chiefs Are Flocking to Join Investment Banks
Banks and investment firms have more than 30 advisers who in the past sat at the top table of global politics and central banking, according to analysis by IFR.
07/15/2016
Only 13% of hedge funds have in-house cyber security personnel, 27% report attacks
The average hedge fund organization surveyed budgeted $51,000 a year on cyber security issues.
07/15/2016
SS&C GlobeOp Hedge Fund Performance Index: June performance
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index declined 2.24% in July.