12/16/2012
Welcome to my fifteenth annual Christmas Charity Quiz! Internet search is acceptable these days - so some sections don’t have easy or straightforward answers! For competitors please submit your answers to me by 15 January 2013.
12/11/2012
Customer satisfaction at Bank of America is at a 10-year low, according to a study due out Tuesday.
12/05/2012
Wealth Management Survey Reveals Financial Firms Can Avoid Significant Wealth Attrition by Courting Younger Investors With Preferred Technology and Services
12/05/2012
Rising home prices helped drive the increase in the latest quarter
12/02/2012
James Gorman says 'Too Big to Fail' isn't a problem in the U.S.
11/29/2012
What millionaires are thinking and doing can be a strong indicator of certain financial trends. Fidelity's fifth Millionaire Outlook reveals how millionaires' background, financial outlook and goals have greatly impacted their investment behavio
11/29/2012
"2013 - the year after": low growth, record-low interest rates, an investment Ice Age - further challenges ahead for investors
11/27/2012
As the country approaches the fiscal cliff, Obama has insisted that Bush-era tax cuts — set to expire at the beginning of 2013 — expire for families making $250,000 and above.
11/27/2012
The study, titled "The Futurewealth Report: The Digital World of the Futurewealthy," surveyed 3,477 respondents from across the world with an average $1.9 million in assets.
11/27/2012
Can wealth be harmful to children? That’s one of the top worries of Millionaire parents.
11/27/2012
The battle for the UHNW dollar is intensifying, particularly in Asia.
11/26/2012
A recent survey by U.S. Trust (Bank of America Private Wealth Management) is being highlighted by The Lending Circle concerning job creation in America that is largely driven by small business. The survey shows that the majority of business owners feel it
11/26/2012
On-going issues in the Eurozone and the looming US ‘fiscal cliff’ will create an uncertain environment for investors until the beginning of 2013, according to Baring Asset Management.
11/25/2012
Organizations can manage ethics in their workplaces by establishing an ethics management program.
11/25/2012
Your endorsement of Mr Obama and his policies for a second term reminded me of Samuel Johnson’s aphorism, that getting married a second time represents the triumph of hope over experience.
11/25/2012
Happy Black Friday. So is the US consumer rising in confidence? All will be revealed once the first figures are out following Black Friday.
11/22/2012
Self-confidence and betting on long odds are part of their DNA and so, while expecting the financial industry to slash bonuses this year, many bankers think it will not happen to them.
11/22/2012
What have markets been telling us?
11/21/2012
JP Morgan's decision to promote Marianne Lake to one of its top roles doesn't mean that hordes of high-flying women are about to shatter the so-called 'glass ceiling' anytime soon
11/20/2012
Eurozone finance ministers discuss Greece (again)