01/29/2015
The US is the country with the highest level of millionaires in the world at 5.23 million in 2013, more than Japan (2.17 million), Germany (1.38 million) and China (1.28 million) combined.
01/29/2015
Global High-Net-Worth Clients’ Financial Activity Hits All-Time High
High-Net-Worth (HNW) clients worldwide are managing their finances at the highest levels since 2011
01/28/2015
AIMA and CAIA launch series of hedge fund papers for pension fund trustees
They are being produced in collaboration with the AIMA Investor Steering Committee, a group of leading institutional investors globally with approximately $150 billion invested in hedge funds.
01/28/2015
BMO: Canadian Millennials Are More Optimistic About Retirement Than Boomers
Almost half of Millennials are optimistic about affording their ideal retirement lifestyle while just one-third of Boomers feel the same way
01/28/2015
The CNBC Digital Financial Advisor Council brings together 20 of the nation's leading wealth managers and financial experts with a vast diversity of experience and insight.
01/27/2015
Got a spare billion? Bankers keen to help
The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers
01/27/2015
Professionally managed financial investments globally are predicted to grow at 6 percent annually to reach $100 trillion by 2020
01/27/2015
Rise of Active ETFs Is Among Trends Shaping and Fueling "ETF 2.0"
01/26/2015
Local money managers in Asia will benefit as Asian investors come to account for an ever-larger slice of the global wealth pie, but big U.S. and European players could be poised to gain even more.
01/26/2015
Firms have put the financial crisis behind them and are devoting resources to build the next chapter of industry growth and development.
01/25/2015
The SS&C GlobeOp Forward Redemption Indicator for January 2015 measured 2.49%, down from 5.87% in December.
01/25/2015
What’s unfortunate about the report is that rather than celebrating the rewarding of enterprise on the way to global plenty, Oxfam Executive Director Winnie Byanyima seeks “urgent action” to reduce the inequality.
01/23/2015
It found that nearly 95% of participants were aware of risks to family members
01/22/2015
A Spectrem study asks high net worth investors to name the banks they like based on a variety of services provided
01/22/2015
New York had 427,147 households with more than $1 million in investable assets
01/22/2015
For the first time, Ivy Exec has released its list of the 30 top large consulting firms and the 15 top boutique consulting firms.
01/22/2015
With high income comes higher confidence in one’s financial knowledge and investment acumen, but even high income women, as with their less wealthy counterparts, tend to downplay their financial literacy, according to a new Spectrem Group's stu
01/22/2015
A new Spectrem Group survey of investment preferences among Millionaires finds a cautious mindset that has a majority planning to keep a portion of their moneys in reserve.
01/22/2015
Among investors with limited investable funds, retirement accounts serve as a much-needed safety net for the future.
01/22/2015
New research from global analytics firm Cerulli Associates finds that despite strong asset growth, total advisor headcount continues to decline.