11/27/2014
The steep rise in the number of 'ultra-rich' people living in San Francisco this year, has seen the city push ahead of Los Angeles to become California's hub for multi-millionaires.
11/26/2014
When looking at Ultra High Net Worth investors with a net worth between $5 million and $25 million, 83 percent of all investors approve of their advisor’s responsiveness to requests, but only 66 percent of investors under the age of 55 approve.
11/26/2014
Europe’s economy might be growing much more slowly than its US and Asian counterparts, but it still has solid fundamentals of wealth
11/26/2014
We are pleased to share with you the results of the TIGER 21 Member “Looking Forward” Portfolio Survey for Fall 2014
11/26/2014
This percentage allocation to real estate is the highest of any asset class including public equities.
11/26/2014
HFR report refers to impact of currency, commodity volatility
11/26/2014
The Financial Post takes a weekly look at the tools and strategies that will help make your investment decisions. This week: What investors should know about preferred shares.
11/24/2014
Goal to become 'ubiquitous' with investors backed up with spending, though share value, profits have sagged
11/24/2014
There are 13,445 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – based in California.
11/24/2014
New York went into the lead last year, when 49 percent named it as the preeminent financial center and 44 percent said London.
11/23/2014
Given the fact that I drive a 1964 Morris Traveller, I think she is entitled to have the occasional flashing light on her vintage dashboard.
11/23/2014
For high-income white American families, 73% remained in the high income segment and only 1% fell into the low income segment. This analysis is a new analysis of the 1984-2009 data.
11/21/2014
The report found that due to newly streamlined and nationally harmonised regulation system, the Canadian market is well prepared to facilitate the distribution of UCITS finds to qualified investors.
11/21/2014
This year is on pace to see a further increase.
11/21/2014
This may have something to do with the fact that more than two-thirds of these affluent women were never taught how to invest in the stock market.
11/21/2014
Expect further divergence between developed economies and major (but risky) upside potential from emerging markets, the investment banking titan says.
11/21/2014
Despite sluggish economic growth in recent years, BNY Mellon's 2015 Outlook is for a prolonged global and U.S. economic expansion
11/21/2014
Affluent investors, regardless of ethnic background, are generally confident in their financial knowledge and investment acumen.
11/21/2014
The SS&C GlobeOp Forward Redemption Indicator for November 2014 measured 5.05%, up from 3.12% in October.
11/20/2014
Paying taxes has become easier over the past year for medium-sized companies around the world, the latest report from the World Bank Group and PwC finds.