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
06/03/2015
Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.
06/02/2015
Independent channel broker-dealer recruiter Jon Henschen looks at how super OSJs are bringing unique value propositions to the independent broker dealer channel in an environment where broker-dealer creativity is often limited by burdensome regulation
06/02/2015
The new paper -- Big Data and Investment Management -- highlights how custodians, depositary banks and administrators are positioned at the forefront of product development around Big Data solutions
06/02/2015
Robo advisor growth continues to pick up speed and shows no signs of slowing down
06/01/2015
Power and wealth often come hand in hand, and can be passed down from generation to generation
06/01/2015
A Morningstar study finds that less than 10% of fund managers are women.
06/01/2015
The balance of global economic power, the authors note, has shifted toward emerging economies, with these nations combined now accounting for 51 percent of global output on a purchasing power parity basis.
05/29/2015
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
05/29/2015
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
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
Greenleaf also has a “Communication and Culture Workgroup”
05/29/2015
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 100 sheds modest gains after revised GDP data show the US economy shrank in the first quarter
05/28/2015
The J.D. Power survey reports Charles Schwab ranking the highest in terms of self-directed investor satisfaction
05/28/2015
The event will provide fresh intelligence on the RMB as a vehicle for payments, investments and financing.
05/28/2015
Concerns about the political environment and political gridlock trump such economic issues as tax increases, terrorism and the national debt, Affluent investors indicate.