05/26/2016
Private Wealth Systems Inc., an industry defining financial technology company that is transforming the way private wealth information is analyzed and reported, is featured on an upcoming segment of Worldwide Business with kathy ireland.
05/25/2016
China Life Insurance teams with U.S. developer to purchase Manhattan office tower that houses UBS
05/24/2016
Among the study’s most striking conclusions: much of the 1%’s road to wealth was paved not with gold but remarkably average upbringings and investment strategies.
05/24/2016
New data released on May 24 by Coalition underlines just how bad the first quarter was for investment banks.
05/24/2016
For the 12 banks as a whole, the Investment Banking division saw a 25 percent drop in revenues to $7.8 billion in the first quarter from the same period last year
05/23/2016
Millennials continue to make headlines.
05/23/2016
A new report released Friday finds that just five major technology companies control almost one-third of all corporate cash in the United States, amounting to some $504 billion.
05/23/2016
In terms of country exposure, Saudi Arabia represents the single largest percentage, with the UAE also quite large.
05/23/2016
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
05/23/2016
This public-private program brings women from emerging markets to the U.S. to be hosted by senior female executives.
05/20/2016
But which firms pay the best?
05/20/2016
Hedge funds unloaded about $7 billion worth of Apple stock in the first quarter.
05/20/2016
The results revealed that even leading wealth managers are facing critical challenges such as organization legacies and cost pressures.
05/20/2016
Generations X and Y move effortlessly across both the analog world of face-to-face meetings and the virtual world of digital platforms that enable the fast and accurate service they expect.
05/20/2016
And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.
05/20/2016
The robo-advisors are constantly being upgraded and modified to serve the ever-growing needs and markets.
05/19/2016
The stockpile makes the British territory, an offshore tax haven with about 60,000 residents
05/18/2016
A sample of 652 deVere clients in the UK, Asia, Africa, the Middle East and the U.S. who have investable assets of more than £1m (or the equivalent) were polled.
05/18/2016
The ratings agency noted that the biggest digital disrupters to the asset management industry will be the rapid growth of "strategic beta," the rise of robo advisors and the increasing use of big data.
05/18/2016
Despite some turmoil in the legal industry, the Citi law group report found that the rates lawyers charge for their work climbed 3.2 percent in the first quarter from a year ago.