04/13/2016
The survey of more than 300 institutional investors also reveals that optimism about marketplace lending continues to grow, running counter to the widespread predictions by other observers of an industry contraction.
04/13/2016
Financial professionals are fond of quoting hockey legend Wayne Gretzky when planning the future: “I skate to where the puck is going to be, not where it has been.”
04/11/2016
“We don’t see a recession coming in the United States.” - Abby Joseph Cohen in a recent Bloomberg interview.
04/11/2016
By comparison, a committee of family members is used to make asset allocation decisions in 32% of the cases
04/11/2016
History has many examples of extended periods of economic weakness leading to the popularity of extreme political parties or the introduction of extreme policy.
04/10/2016
These increases — some of the largest of any cities in the nation — earn them standout status as entrylevel luxury real estate markets as revealed by the new Luxury Market Report
04/08/2016
New Study Shows the Influence That Financial Advisors Have on Ultra-High Net Worth Families in North America
04/08/2016
Washingtonian's Top Wealth Advisors listing consists of financial professionals in the Washington, D.C. metropolitan area who were first nominated by their peers and then voted onto the list.
04/07/2016
It measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and the United States.
04/07/2016
Moreover, wealth management delivered through the private banking division of banks is also very viable for middle-market commercial clients, as well as an array of other types of banking clients.
04/07/2016
Both are dynamic business sectors where high-risk and high-reward ventures are intrinsic.
04/07/2016
An example is Horizons Seasonal Rotation ETF (HAC-TSX) that rebalances itself throughout the year.
04/07/2016
Citigroup's CFO recently weighed in on what investors should expect from the bank's first-quarter earnings.
04/07/2016
The Boston Consulting Group and Opportunity Network have reached an agreement aimed at helping financial institutions provide a wide array of growth opportunities to their customers.
04/06/2016
Single family offices are probably the most opaque segment of the financial advisory business.
04/06/2016
Flexible Strategy and Effective Leadership Are Key to Maximize Data Value
04/06/2016
A bill that one of us, Sen. Klein, has just introduced to close the carried-interest tax loophole in New York falls into the latter category.
04/06/2016
The improvement in risk appetite comes at a time when aggregate emerging market valuations look attractive and investors have been waiting for an opportunity to re-enter the asset class.
04/05/2016
Fed researchers even point out that younger Asians’ relatively higher educational attainment rate suggests that their surpassing whites in net worth in the next decade or two is not far-fetched.
04/05/2016
Gleem targets the older millennial, the customer that increasingly is looking to trade in and update their assortment," said the company's co-founder and chief executive officer, Nikki Lawrence, in an interview with Bloomberg TV.