09/30/2014
America's Richest Hedge Fund Billionaires
Robbins, 44, founder of Glenview Capital Management, has been one of the hottest hedge fund managers in the last three years.
Comment, Analysis & Research
09/30/2014
Culture matters: Business performance follows culture
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
What This Huge George Soros Mistake Can Teach You
Soros' philosophy toward asset management revolves around the scientific method
09/29/2014
New York City Has The World’s Largest Billionaire Population, But Asian Cities Dominate Global Top 20 List
The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion
09/28/2014
US Demographic Changes May Buoy Country's Growth
US residents not only live longer than they did in the past. They also live differently, with many people working longer.
09/27/2014
Shifting to the Center: Financial Planning is the Hub of Wealth Management - Sungard
Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.
09/25/2014
JPMorgan tops investment bank league table in first half
The result, which is closely watched by the industry, puts JPMorgan on track to keep its top slot in the full-year league tables. It has ranked first since Coalition began publishing its rankings in 2010.
09/25/2014
'Calculated Aggression' Distinguishes the Best Firms from the Good Firms, Pershing Study Says
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results
09/25/2014
Wealth Managers to Become More Like Financial Quarterbacks - RESEARCH
On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers
09/24/2014
Allianz unveiles fifth edition of its 'Global Wealth Report'
Based on the findings of the report, the global gross financial assets of private households grew by 9.9 percent in 2013, the highest rate of growth since 2003.
09/24/2014
How ‘best wealth manager’ lists mislead you
Selecting a financial adviser is a decision that will affect the quality of your lifestyle for many years, even for the rest of your life.
09/24/2014
How Banks Can Survive In a Post-2020 Payment Market
What a payment represents in 2020 will be much different from it does today, as it will represent much more than just the settlement of a transaction or the movement of funds.
09/24/2014
Centralization of Product Groups Leads to Better Portfolio Manager Relationships
"Another benefit of centralizing these efforts is streamlining the conversations between product and portfolio managers," DeBolt explains.
09/23/2014
More People Buying Art as Investment
Investing successfully in art has always been a bit of a quagmire: opaque, inscrutable, unpredictable, ruled by passionate collectors and secretive insiders, a dangerous game for amateurs.
09/23/2014
US Banks Still Unwilling To Take Chance On Sukuk
Goldman Sachs, the fifth-biggest bank in the US, sold its debut sukuk last week
09/23/2014
Hitting the Target with Risk Factor Investing - Northern Trust
As greater numbers of institutional investors turn to equity strategies that capture style factors such as volatility, value, momentum or yield, most continue to lack clarity on the factor exposures across their combined equity portfolios
09/23/2014
Morgan Stanley: High-Net-Worth Investors More Positive On Economic Outlook
A Morgan Stanley Wealth Management poll shows a bullish attitude among investors from the Tri-State region.
09/22/2014
SS&C GlobeOp Forward Redemption Indicator: September Notifications 3.25%
Movements in the Indicator reflect investor confidence in their allocations to hedge funds
09/21/2014
The Time for Succession in U.S. Family Businesses is Now - KPMG
Parents wanting to pass on the torch, or even just increase their heirs’ investment in the family business have a few options to transfer stock to their children while mitigating transfer costs.
09/19/2014
U.S. household net worth rises to record $81.5 trillion
House prices rose 0.8 percent in the second quarter of 2014