11/10/2014
5 Reasons Investopedia is Dead Wrong About Index Funds
When popular financial sites like Investopedia start bashing index funds, you know the gig is almost up for active management.
Comment, Analysis & Research
11/07/2014
Key Differences Between Self-Made Billionaires And Ultra-Wealthy Inheritors
An Emerging Generation of Exceptional Wealth Is Increasingly Turning to the Family Office Sector for Solutions. It Starts With Understanding Their Motivations and Behaviors
11/07/2014
Managing Your Wealth: Guide to Tax and Wealth Management -PwC
These themes and the necessary strategies to help support high-net-worth individuals and business owners are outlined in the latest edition of PwC US's Managing Your Wealth: Guide to Tax and Wealth Management, which launches today.
11/05/2014
Newest Oxfam Report: The richest make $500,000-per-minute
Of their many recommendations, the Even It Up campaign called on governments to start taxing financial transactions
11/05/2014
Banks Favored by High Net Worth Investors
More young high net worth investors prefer Wells Fargo.
11/05/2014
Infuriating Facts About Our Disappearing Middle-Class Wealth
Much of the 1 percent wealth just sits there, accumulating more wealth.
11/05/2014
2015 Global Investor Sentiment survey
The 2015 Global Investor Sentiment survey confirmed many of the trends we have seen recently—capital is moving around the globe at a pace not previously witnessed as investors seek yield
11/04/2014
BofA Merrill Lynch Global Research Launches Green Bond Index
BofA Merrill Lynch Global Research announced the October 30 launch of the BofA Merrill Lynch Green Bond Index
11/03/2014
Key Accounts Role Magnified as Largest B/Ds Increase Negotiating Power
New research from global analytics firm Cerulli Associates finds that the key accounts role is magnified as the largest broker/dealers have increased negotiating power.
11/02/2014
Asset managers vie to host no-surprise parties
Talking to one asset management company chief executive last week, “culture” was an issue that really pushed his buttons, sparking a long complaint about how box-checking investment consultants fail to give firms enough credit for their values
10/31/2014
The LGBT rich are a fast-growing market
Gay and lesbian CEOs may still be few in number—but the ranks of openly gay and lesbian millionaires and billionaires are growing rapidly. The announcement by Apple CEO Tim Cook on Thursday highlights just how rare it is for a Fortune 100 CEO to co
10/31/2014
Hedge Fund And Money Managers In Collateral Optimization
The survey is an extension of a previous Citi report published earlier this year that examined how demand to cover short exposures, collateralize synthetic, derivative or margin loan obligations is rising.
10/31/2014
BlackRock Global Investor Pulse Survey: Despite Strengthening U.S. Economic Growth, Americans "Holding Back" as Investors
About half of Americans (52 percent) have a positive view of their financial future
10/30/2014
15 Rich Countries That Control 84% of the World's Wealth
When it comes to global wealth, there are a handful of "haves" but most countries are "have nots."
10/30/2014
Fiduciary Relationships and the Wealthy Investor
Among high net worth investors, those under 50 have an average net worth higher than those over 65.
10/30/2014
Advisor Communication with the Mass Affluent Investor
A majority of affluent investors expect return communication from their advisors within hours of delivering the message, either by phone or by email, according to Spectrem’s quarterly report on wealthy investors and their relationship with advisors.
10/30/2014
Market Conditions Impact Affluent Investment Plans Most
Considering market volatility in the past month, it is not surprising that the highest percentage of Affluent investors surveyed in October by Spectrem Group report that “Stock Market Conditions” is the primary factor affecting their current i
10/29/2014
Some Next-Gen C-Suite Executives Think Differently than Boomers
If you become the type of advisor who can say emotional intelligence without laughing, listening to what clients (and people) are telling you, helping them to separate the signal from the noise, you can be a man who can think like a woman
10/29/2014
The Next 3 Surges That Will Change the Future of Crowdfunding
The ruling by this regulatory body will likely come about in late 2014, but even while the public is eagerly waiting in anticipation, due diligence is still recommended.
10/29/2014
Investment adviser regulatory assets under management reach USD61.7trn
Total regulatory assets under management (RAUM) reported by all investment advisers as of 7 April was USD61.7 trillion, representing a substantial increase from the USD54.8 trillion RAUM reported in April 2013.