12/19/2014
The wealth disparity between upper and middle income Americans has hit a record high, according to a new Pew Research Center Report. On average, today’s upper-income families are almost seven times wealthier than middle-income ones, compared to 3.4
12/19/2014
The report focuses on HNWI performance
12/19/2014
Adviser numbers have increased by nine per cent this year, which proves that the industry is beginning to prosper following the Retail Distribution Review rules bedding-in.
12/19/2014
The Money Management Institute (MMI), the national association representing the $3.8 trillion managed investment solutions and wealth management industry, today released selected findings from a proprietary survey of industry growth trends published in it
12/19/2014
The chasm between the wealthy and poor shows no signs of narrowing, but the pool of super-rich people appears to be changing colour.
12/19/2014
Well despite all our enthusiastic festivities, it looks as though 2015 will start in a world of worry.
12/18/2014
Many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.
12/18/2014
Convergent manages about $8.6 billion in assets for wealthy individuals and families.
12/18/2014
A survey of institutional investors that collectively manage $31trillion in assets has found confidence is high across the globe when it comes to meeting long-term objectives.
12/18/2014
HARD-PRESSED professional workers are not expecting to retire until well over the age of 65, according to new research.
12/18/2014
Fiona Le Poidevin, the former Chief Executive of Guernsey Finance, explains why issues of substance are driving up interest among fund managers in the potential upside of relocating to Guernsey.
12/18/2014
Jo Stoddart of Quintessential Relocation Consultants considers some of the reasons why financiers would look to relocate to Guernsey.
12/18/2014
Manulife Asset Management has issued its annual "Year Ahead" report, which highlights monetary policy divergence, the need for structural reform in many economies, declining oil prices and a strengthening U.S. dollar as key topics of interest to
12/18/2014
Research and Markets has announced the addition of the "Challenges and Opportunities for the Wealth Sector in Hong Kong 2014" report to their offering.
12/17/2014
As 2014 comes to a close, Wealth-X today reveals this year’s biggest financial gainers and losers.
12/16/2014
Questions over due diligence, client segmentation and charging, together with the recent pension rule changes, will force the platform industry to step up its game to better serve clients
12/15/2014
According to the Sovereign Wealth Fund Institute direct sovereign wealth fund transactions from the 3rd Quarter of 2014 back 12 months, totaled US$ 203.61 billion.
12/15/2014
These dynamics create opportunities and challenges for helping investors fully understand their potential alternatives contributions.
12/15/2014
Norway’s emergence as a wealthy country, with one of the biggest and most powerful investment funds in the world, is being cited as one of the reasons that spies are targeting Norwegian government and business leaders.
12/15/2014
Despite a growing need for asset-liability matching strategies, product providers have not offered enough new thinking.