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
10/09/2014
Rankings of the wealthy are fun to read, but how the rich prospered can tell us much about a country’s health
10/09/2014
Everyone wants financial security. Yet women often face financial headwinds that can affect their ability to achieve it.
10/09/2014
A new report from Cornerstone Advisors looks at the evolution of delivery channels by 2020.
10/08/2014
Among high net worth couples nationwide, women now enter the relationship with equal or greater financial assets as their spouses
10/05/2014
However, the report reveals that UHNW philanthropists are expanding their philanthropic approaches and activities, shifting from major giving towards self-sustaining projects and entrepreneurialism.
10/02/2014
The wealthiest investors are more likely than those less wealthy to use Full Service Brokers as their primary advisor.
10/02/2014
Participation is open to any firm that provides a combination of planning and investment advisory services to ultra-wealth firms - See more at: http://globenewswire.com/news-release/2014/09/30/669549/10100388/en/Family-Office-Exchange-Launches-2014-Wealth
10/02/2014
Broadridge Financial Solutions, the provider of investor communications, technology-driven solutions and data and analytics, has announced the findings of a global survey of more than 400 executives assessing recent operational changes among financial ins
10/02/2014
Global technology giant Google is investigating ways to disrupt the investment industry, it has emerged.
09/30/2014
Google has commissioned research on how it could enter the asset management industry, adding weight to widespread fears in the fund sector that the world’s biggest internet companies could destroy the livelihoods of established fund houses.
09/30/2014
Robbins, 44, founder of Glenview Capital Management, has been one of the hottest hedge fund managers in the last three years.
09/30/2014
One firm that gets the link between culture and performance is the Canadian wealth management business, RBC. A market leader based on assets under care, RBC Wealth Management Canada views culture as a strategic enabler.
09/29/2014
Soros' philosophy toward asset management revolves around the scientific method