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
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