03/12/2015
"Wirehouse advisors make up just 16% of overall headcount, but control more than 42% of all traditionally advised assets," states Kenton Shirk, associate director at Cerulli.
03/12/2015
The highest percentage of Ultra High Net Worth investors (44 percent) said they had no interest in investing outside of the United States.
03/11/2015
Given the available data, it is both shocking and irresponsible that trillions of dollars of retirement plan assets are entrusted to those who use this process to make fund-selection decisions.
03/11/2015
Record High: Ten Million Millionaires in America
The number of wealthy American households are at their highest point ever
03/10/2015
More And More Americans Look To Protect Their Wealth Offshore
America, the land of the free, as it was rightfully referred to in the past, and certainly a beautiful place in so many ways, is in the process of destroying the very foundation it was built on.
03/09/2015
They also don’t agree that technology is the way to reach future investors.
03/09/2015
Global regulators have taken a major step forward in designating the world’s biggest asset managers and investment funds as “systemically important financial institutions”.
03/09/2015
Alternatives are making headway in the portfolios of wealthy investors
03/09/2015
Overall, U.S. house prices have increased 19 per cent in the past two year
03/06/2015
Hedge Funds Compensation Hits $347,000 A Year As EBIT Hits 24%
The average annual compensation for hedge fund workers is more than $300,000 and expected to keep rising as funds fight for the most talented managers
03/06/2015
Financial Services Industry Falls Short in Serving Women Investors - Pershing
Advisors must understand that women invest with a purpose in mind in order to effectively serve them
03/06/2015
Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity
The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors
03/06/2015
Sales strategies: Three reasons digital marketing doesn't work
This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”
03/06/2015
Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors
The report focuses on the three constituencies of investors, providers, and asset managers.
03/05/2015
At least 67% of bank IT budgets are still being spent on maintenance and compliance rather than transformative projects that can create value
03/05/2015
International Women’s Day is this Sunday and an annual Grant Thornton survey released today finds weak growth for women in corporate leadership, as only 22% of senior business roles are held by women, down from 24% last year.
03/04/2015
Plan liabilities are calculated using the yields of long-term investment grade bonds
03/04/2015
Dallas is a place the world associates with wealth, among other things, and a new report shows there's more of it than ever.
03/04/2015
The capabilities of robots are increasing rapidly, leading some analysts to worry that they will take away human jobs
03/04/2015
The list is dominated by other male technopreneurs, with four of the men deriving their fortunes from their early involvement in Facebook.