05/29/2015
Top Retirement Spots For The Ultra Rich
The global ultra high net worth population reached an all-time record high of 211,275 in 2014 with a combined net worth of nearly $30 trillion
Comment, Analysis & Research
05/29/2015
Research reveals US expats’ thoughts on voting while abroad
Expat Americans have revealed they don’t feel well-represented by the US government, but many do not bother to vote in elections even if they can do so
05/29/2015
Rich Millennial Women Are More Likely To Outearn Their Husbands Than Previous Generations
The findings are based on a nationwide survey of 640 high net worth (HNW) individuals with at least $3 million in investable assets.
05/29/2015
Two Wealth Management Firms on List of Best Places for Millennials to Work
Greenleaf also has a “Communication and Culture Workgroup”
05/29/2015
Do Wealthy Americans Pay Their Fair Share of Taxes?
A new Associated Press-GfK poll finds that 68 percent of Americans think the wealthy don't pay enough federal taxes in America
05/29/2015
FTSE turns south as US economy shrinks
FTSE 100 sheds modest gains after revised GDP data show the US economy shrank in the first quarter
05/28/2015
Digital Wealth Mgmt Tools Give Asset Managers an Edge: J.D. Power
The J.D. Power survey reports Charles Schwab ranking the highest in terms of self-directed investor satisfaction
05/28/2015
Renminbi Internationalization Draws Interest of Chicago Financial Sector & Investment Community
The event will provide fresh intelligence on the RMB as a vehicle for payments, investments and financing.
05/28/2015
Affluent Investors Report Which News Stories are Affecting Their Economic Outlook
Concerns about the political environment and political gridlock trump such economic issues as tax increases, terrorism and the national debt, Affluent investors indicate.
05/28/2015
Gaga for Gadgets? Affluent Consumers Can Afford to Wait
Nearly half of Affluent households indicate they typically do not buy a new gadget until they need it
05/28/2015
UBS to Launch Target-Date CITs with Morningstar
UBS expects to launch the CITs, which are for use exclusively by qualified retirement plans, in July. Morningstar Associates, LLC, a registered investment advisor and part of the Morningstar Investment Management group, will serve as a nondiscretionary su
05/27/2015
Hedge Funds rebound as market conditions normalize by Philippe Ferreira, Lyxor
The relief came from the rebound in equity markets and lower bond yields in Europe following comments by the ECB announcing that it will front-load asset purchases in May and June to take into account lower liquidity during the summer.
05/26/2015
Change is in the heir: Gen Y demands more from wealth advisors
Technological shortcomings and reluctance to change has created a sharp disconnect between the service provided by financial advisors and the evolving needs of their clients.
05/26/2015
ACCA and IMA Find Global Economy Improving
The largest economic survey of professional accountants in the world
05/26/2015
Forex manipulation further undermines trust in international banking
Analysts say a regulatory void underlies the accusations
05/26/2015
David Tepper Net Worth Reached $10.4 Billion. Appaloosa Management’s Return is 27+% Annualized For 22 Years
David Alan Tepper was born in 1957 to a relatively humble Jewish family in Pittsburgh, Pennsylvania.
05/26/2015
Big Banks Shut Border Branches in Effort to Avoid Dirty Money
Customers in Nogales, Ariz., Seek New Lenders After Banks Retreat
05/26/2015
Billionaire Koch Brothers Top Wealth-X List Of Wealthiest US Oil Tycoons
The list released today is an update of a Wealth-X list of the richest US oil tycoons released in January 2015.
05/25/2015
BofA: These charts show Wall Street is way too scared to take risks
The scars of the financial crisis are still evident on Wall Street
05/25/2015
Chinese firms spread the wealth in the US
China could use this to blunt US criticism of its aggressive military stance