10/30/2014
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
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 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
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.
10/29/2014
The survey, from PNC Wealth Management, found that 64 percent of millionaires are "concerned" about economic inequality in America, and about half of those millionaires are "extremely concerned."
10/29/2014
US asset managers' bonuses for 2014 will be close to their pre-crisis peak, according to new research, while investment bankers and hedge fund managers continue to see pay lag levels of the boom years.
10/28/2014
The asset management industry is facing increasingly complex operational and regulatory challenges
10/28/2014
The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.
10/28/2014
The greatest obstacle to outbound Chinese investment in the U.S. is not protectionism or discrimination, but a dearth of sophistication and management skills among Chinese investors.
10/28/2014
The US responses appear to reflect growing dissatisfaction with the fees charged by hedge funds, in particular. Both hedge funds and private equity funds typically charge 2 percent upfront and keep 20 percent of the profits they generate for clients.
10/28/2014
And as sister title Financial News’s annual list of the 100 most influential women in finance shows, there are now many women at the top of the industry in Europe.
10/27/2014
16 per cent said they would not consider relinquishing their U.S. citizenship and 11 per cent did not know.
10/24/2014
The heightened market volatility recently provided an opening for Chris McDermott, chief operating officer at Fidelity Private Wealth Management, and his colleagues to talk to their clients about long-term investing, patience and weathering the storm duri
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