08/21/2015
SS&C GlobeOp Forward Redemption Indicator: August notifications 3.46%
“SS&C GlobeOp’s Forward Redemption Indicator of 3.46% for August 2015 reflects mainly seasonal influences in comparison to the 2.08% reported in July of 2015,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technolog
08/20/2015
Financial Advisors Bullish On U.S. Equities - Aberdeen Asset Management
Advisors are conflicted on how best to diversify client holdings to manage against a potential market downturn.
08/20/2015
A self-made millionaire who interviewed 1,200 wealthy people noticed one behaviour they all have in common
In this selfish quest to make themselves happy, they have an active mindset — they go after what they want and they problem solve until they achieve it.
08/20/2015
The World’s 20 Wealthiest Individuals Under The Age Of 35
The youngest individual on the list is Snapchat chief executive Evan Spiegel, who at the age of 25 has already amassed a personal fortune of US$1.9 billion.
08/20/2015
J.D. Power study shows most investors still don't understand fees
The initiative – known as the second phase of the client relationship model, or CRM2 – has been anticipated for several years in the industry
08/19/2015
In the vote for Gamco’s board of directors, Mr. Gabelli had the most votes withheld of the seven people on the ballot in 2010 and 2013.
08/19/2015
Despite some commentary that established financial institutions would crush fintech startups
08/18/2015
Breadwinner women seek a wide range of services from their financial advisors
08/18/2015
Financial Expectations, Behaviors, And Realities Out Of Sync For America's Ultra-Wealthy, According To SEI Report
08/18/2015
An anti-commodities stance is evident with moves out of Energy and Materials, while defensive weightings increase.
08/18/2015
FSI’s report found that total costs are roughly 4.3 times higher than the Labor Department estimates in its most expensive scenario.
08/18/2015
The result is a healthy market, with growing demand from seniors to liquidate under-performing life insurance policies and redistribute wealth with the assistance of their advisors.
08/17/2015
There are, of course, some outliers within Generation Y, as the Millennials are also known.
08/17/2015
At the sector level, it is encouraging to see increases from financial companies as they start to slowly move towards higher payout levels.
08/17/2015
The report profiles these individuals to assist firms in developing segmentation strategies aimed at capturing assets earmarked for retirement.
08/17/2015
The survey also found that high net worth investors spend more time thinking about their finances than the broader swath of retail investors.
08/16/2015
Managers that we spoke with also expressed interest in hiring junior associates
08/14/2015
Robo-adviser" is a recent term, used to describe a variety of new and innovative online financial companies.
08/14/2015
Heather Tatroff had always wanted to be an investment banker.
08/14/2015
The firm also increased its revolving credit facility to $150 million earlier this year to finance ongoing growth.