06/02/2014
Pantheon is courting wealthy individuals to private equity with a new platform that would give the high-net-worth sector access to its funds–without the need for institutional investor-sized checks.
05/30/2014
The merger was completed 1 a.m. Tuesday, about a year and a half after the two parties started discussing the idea
05/30/2014
A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.
05/30/2014
Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.
05/29/2014
Thought leaders will dominate, accruing a greater percentage of the corporate, and consequently, personal riches
05/29/2014
The syndicate of underwriters, led by Scotia Capital, RBC Capital Markets and GMP Securities LP also have an option to buy a further 10.8 million shares
05/29/2014
Canadian Imperial Bank of Commerce raised its dividend by 2 percent and posted second-quarter profit that beat analysts’
05/29/2014
As an index fund manager, you have to really own some crummy companies
05/28/2014
The deal illustrates a recent trend among family offices, the little-known money managers that run the fortunes of the world’s richest individuals including computer maker Michael Dell and Microsoft Corp.
05/28/2014
HighTower has added a Merrill Lynch team with nearly $300 million in assets to its new network.
05/28/2014
We have $30 trillion of assets under management in the room
05/28/2014
Group to bring multi-asset fund to UK audience after established track record in US achieved.
05/28/2014
JPMorgan said a pair of wrong-way bets made by clients at the start of the year is partly to blame for Wall Street’s trading slowdown.
05/28/2014
There is a degree of risk in almost every investment, and investors are varied in the amount of risk they are willing to take.
05/27/2014
After a full market recovery and then some, there are still lots of investors who are skittish about stocks because of the 2008-2009 crisis.
05/27/2014
IDB Capital teams up with KB Financial Partners to provide Wealth Transfer
05/27/2014
The strength of the Canadian banking model is on full display this year as lenders continue to benefit from consistently strong trading results even as their peers on Wall Street and in Europe are pulled down by slumping revenues from the business.
05/26/2014
High-net-worth individuals could be targets of cyber-terrorists
05/26/2014
Their degree of wrongdoing and cooperation with investigators will help decide their fate, said the top U.S. tax prosecutor
05/25/2014
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days