09/21/2014
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
09/18/2014
he annual Temenos survey checked with 198 senior bankers, so it measures their perceptions of the marketplace.
09/18/2014
This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.
09/18/2014
Twelve Cities Are Home to the Majority of U.S. HNWIs
09/17/2014
The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion
09/17/2014
New York's multimillionaire second home buyers are primarily from the rest of the United States, but a large number, too, hail from the UK, Europe as well as the BRIC countries (Brazil, Russia, India, China).
09/16/2014
Investment banking salaries, which have been under intense scrutiny after the global financial crisis of 2008-2009, continue to be a beacon for media and political commentary.
09/16/2014
Remember the study last year that ranked our tax code right below Zimbabwe?
09/15/2014
Worldwide internally managed index assets rose to $8.97 trillion in the year ended June 30, a $1.74 trillion increase, according to Pensions & Investments' annual survey of managers of indexed assets.
09/15/2014
59 per cent of millennials say products are not targeted at them
09/15/2014
The third quarter issue of The Cerulli Edge-Managed Accounts Edition examines portfolio construction with an emphasis on retirement income.
09/14/2014
SS&C GlobeOp Hedge Fund Performance Index: August performance 1.10%; Capital Movement Index: September Net Flows Advance 0.58%
09/12/2014
BNY Mellon, a global leader in investment management and investment services, has been named to the Dow Jones Sustainability World Index and, for the second consecutive year, to the Dow Jones Sustainability North America Index
09/11/2014
Fewer Americans say they’ve had positive experiences with banks this year, which may reflect a growing number of younger people who prefer mobile devices to access financial services, including those provided by non-bank companies
09/10/2014
The Question and Answer feature helps readers learn more about prominent people in the business community.
09/10/2014
Hedge funds enjoyed one of their better months of the year in August, but they continued to lag behind the rallying stock market.
09/10/2014
Interest and importance do not always equate to quick implementation
09/09/2014
In 2012, he pulled in $69 million, up from $61.7 million in 2011 and $56.6 million in 2010.
09/08/2014
The Federal Reserve recently made clear it is planning to maintain its enormous balance sheet—roughly $4.5 trillion in Treasurys and mortgage-backed securities—for many years, while keeping interest rates near zero at least into 2015.