03/12/2014
KPMG Corporate Finance LLC announced today that 2013 was a historic year for the leading mid-market investment bank, further enhancing its service offerings and expanding its team and core business functions to meet existing and emerging industry demands
03/12/2014
Pioneer Investments today announced the addition of a new member to its North America institutional sales team. Brian Burke has been named Vice President of Institutional Business Development and Consultant Relations.
03/12/2014
The Wells Fargo/Gallup Investor and Retirement Optimism Index jumped 12 points in the first quarter, rising to +37 in February from +25 in November 2013.
03/10/2014
The amount of debt globally has soared more than 40 percent to $100 trillion since the first signs of the financial crisis as governments borrowed to pull their economies out of recession and companies took advantage of record low interest rates
03/10/2014
The digital cryptocurrency which may or may not have been founded in 2009 by a 64-year-old Japanese recluse — was hit by the biggest challenge it's faced so far when Mt. Gox, the world's largest bitcoin exchange.
03/07/2014
Money is the most uncomfortable topic of conversation for six out of ten high-net-worth individuals, according to a new international poll.
03/06/2014
"We anticipate the growth of the RIA channel will continue, resulting in further gain in marketshare of retail advisory assets," comments Kenton Shirk, associate director at Cerulli. "We also expect the RIA channel to keep gaining advisors
03/05/2014
Back in the real world of Wall Street and away from the absurdity of the @GSElevator hoax we have the bizarre story of Alice “A.J.” Murphy, one of the most highly respected women in finance.
03/05/2014
More than 30% of those polled expect revenue to rise by more than 10% in Q1 2014, the report shows.
03/04/2014
According to new research from global analytics firm Cerulli Associates, for 93% of asset managers, secondary market intelligence is the most frequently used research at their firms.
03/03/2014
Orderly Deceleration of Chinese Economic Growth Anticipated; U.S. GDP Growth at 3% in 2014, 2015 and 2016
03/03/2014
In a report released today, no changes were seen in the largest banks and thrifts in the final quarter of 2013. JPMorgan Chase & Co. and Bank of America Corp. remain the only companies to have more than $2 trillion in assets
03/03/2014
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
02/28/2014
Northern Trust Survey Finds Decision to Outsource Investment Activities Leads to Growth for 70% of Respondents
02/28/2014
Partial-book sales allow advisers to slow down, but stay in the game a little longer
02/28/2014
Reginald Browne tilts his 6-foot-5-inch frame forward to reach a chirping phone.
02/28/2014
Nontraditional fixed-income mutual funds and institutional strategies saw substantial asset flows in 2013.
02/27/2014
Pershing has released a new study titled, Americans Crave a New Kind of Leader—And Women Are Ready to Deliver, which presents a conflicting but positive outlook on the changing role of women.
02/26/2014
There's little doubt that an economic recovery is well underway in much of the developed world. In the US, the most obvious demonstration of that is the Federal Reserve's determination to decrease its bond purchases, which have now fallen to US$
02/25/2014
The report, titled "Long-Run Investment Ambitions and Short-Run Investment Processes," finds long-term asset management challenges and increasing risk management in real estate investments.