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
Dallas is a place the world associates with wealth, among other things, and a new report shows there's more of it than ever.
02/26/2015
According to new research released by Pershing Advisor Solutions entitled Super-Ensembles: The Firms Who Are Shaping the Future of the Industry, a group of 250 super-ensemble firms are poised to shape the future of the advisory industry
02/26/2015
Despite increased optimism, nearly one-fifth of owners plan out-of-state move, primarily due to tax burdens
02/25/2015
The highest percentage of affluent investors surveyed (21 percent) cited “international news” as the stories in the media most affecting their economic outlook. This is up from 10 percent from November, when this question was last asked.
02/23/2015
“Redemption requests increased for the month of February, but remain consistent with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.