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
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