06/01/2016
The May Spectrem Millionaire Investor Confidence Index (SMICI®) dropped 6 points to 5, while the Spectrem Affluent Investor Confidence Index (SAICI®) fell 4 points to 0. The indices are down 10 points and 8 points, respectively, from May 2015.
05/26/2016
"If current trends in the managed account industry hold, discretionary accounts will reach $4 trillion by year-end 2019," O'Shea adds.
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.
05/23/2016
In terms of country exposure, Saudi Arabia represents the single largest percentage, with the UAE also quite large.