06/11/2015
Canadian towns could see a number of bank branch closures as customers shift away from entering local branches for everyday banking, said Bank of Nova Scotia CEO Brian Porter at an event Thursday.
06/10/2015
Sky Fund and the issuing bank have launched a 10-year note that is linked to the performance of the SkyRank Navigator Index.
06/10/2015
Multiple motivations drive donor-advised fund contributions, Fidelity survey shows
06/08/2015
Oil and gas have traditionally been seen as riskier assets for long term private equity investors
06/08/2015
Refinery29 surveyed 750 women between the ages of 18 – 54 and conducted nine in-home immersion sessions in Los Angeles, Chicago and Atlanta.
06/08/2015
The majority of wealthy individuals say their most important asset is their health and that their purpose in life would not change if they lost their money
06/08/2015
New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.
06/05/2015
Pershing white paper finds enthusiasm for alternatives, but some barriers to broader adoption persist
06/05/2015
A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions
06/05/2015
The financial system supports our economy, he said, making us more productive and more dynamic
06/05/2015
Software can be tested and certified
06/05/2015
Financial economists have known for a long time that asset prices fluctuate more than would seem to be efficient.
06/05/2015
When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.
06/04/2015
The rise in demand comes even after several high-profile investors
06/04/2015
Last year there was a brief period of excitement when international investors believed that incumbent President Dilma Rousseff would lose the general election paving the way for much needed economic reform.
06/04/2015
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/04/2015
BackBay Communications research reveals significant opportunity for investment managers to utilize social media to further build their brand and their business
06/03/2015
UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled
06/03/2015
This strategy may not be as beautiful as you think
06/03/2015
Public Plans, Foundations and Endowments Miss Targets