10/24/2014
Brand New Media and Northwestern University research identifies eight financial services firms that are leading the way in digital marketing and media
10/23/2014
Twenty-five billionaires obtained their bachelor’s degrees from the University of Pennsylvania, making it the top university in the world in terms of number of billionaire undergraduate alumni, according to this year’s Wealth-X and UBS Billion
10/23/2014
Global Family Office Report 2014: Largest Family Office Research Study ever offers insight into Family Office Performance and Structures
10/22/2014
The study found that American millionaires don’t shy away from cutting large donation checks either. Roughly a quarter have given at least $100,000 in their lifetimes, while three-quarters have given at least $25,000.
10/22/2014
The SS&C GlobeOp Forward Redemption Indicator for October 2014 measured 3.12%, down from 3.25% in September.
10/22/2014
The ability for accounting firms to distinguish themselves from their peers. The vast majority of services provided by accounting firms have become completely commoditized.
10/21/2014
The U.S. market of millionaires is the largest in the world, yet the market potential of millionaires remains largely untapped by luxury brands, such as Louis Vuitton, Hermes, Gucci, Prada and Rolex
10/17/2014
Younger investors in all three wealth segments express less satisfaction in their advisor than older investors, many of whom have long-term relationships with their advisor. Among Mass Affluent investors (with a net
10/17/2014
Older wealthy investors are most active when it comes to dealing with their tax bite.
10/17/2014
Most positive on U.S. corporate profit growth and Emerging Markets equities
10/16/2014
Women Moving Millions Members in Attendance at Women's Forum Global Meeting in Deauville, France Launch New Report: ALL IN FOR HER Urging Women Donors to Invest in Women and Girls as Proven Solutions
10/15/2014
Respondents have lost their appetite for Emerging Markets and European equities. Both current positioning and intentions for the next 12 months have turned negative or neutral. Instead, they have regained faith in the U.S. market and increased their prefe
10/15/2014
Wealth-X today released a list showing the richest person in each of the US states, and 35 of the 50 individuals on the list are entrepreneurs who made their own fortunes, demonstrating the importance of hard work and entrepreneurship in attaining the &ld
10/15/2014
43% of investor respondents rate existing corporate access levels to non-North American companies as average or poor; 60% of respondents say lack of access eliminates a non-North American firm from their portfolio universe
10/15/2014
At last week's Raymond James Women's Symposium, almost 300 female advisors from Raymond James' Private Client Group
10/14/2014
Wealth growth in U.S. pushes global household wealth to $263tln, 20% above pre-crisis peak
The Number of Ultra High Net Worth Individuals Has Grown
10/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2014 measured 0.24%.
10/10/2014
Investment banks and independent research providers can become stronger by joining forces.
10/10/2014
The speakers at these events reaffirmed already-established views, but they also did more.
10/10/2014
Individuals in Argentina used to keep their financial assets in foreign banks and companies