03/11/2013
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.
03/11/2013
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
03/11/2013
After a series of talks the investment bank has now whittled down the list of interested suitors to just one.
03/11/2013
‘It is a pure, non-advised execution-only service for clients, and we will not be trading our own book.’
03/11/2013
The Italian wealth manager said last week that it’s reviewing a report by the Bank of Italy into the reserves it set aside for deteriorating credits that are backed by real estate.
03/10/2013
Does Gender Bias Influence the Way Advisors Help Clients?
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
Winners will be announced at a ceremony taking place on 2nd May 2013 at the Royal Courts of Justice.
03/10/2013
Swiss Banks Working On Plan To Handle Customer Complaints
Plans to create the arbitration procedure are currently being discussed
03/10/2013
Today there are probably 4,000 billionaires in the world
03/10/2013
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
"They realise that they need to invest their money in something where it will beat inflation."
03/10/2013
High-net-worth individuals do not tend to have as big a focus on inflation as investors such as insurers or pension funds, since the latter two types of firms have large known liabilities they have to match assets to.
03/10/2013
The group reports that 53% of its HNW clients - who each have investable assets of more than £1m
03/08/2013
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
03/07/2013
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
Societe Generale lured a net 1 billion euros
03/07/2013
Underlying profit of € 2.0 million in difficult market conditions
03/06/2013
Eureka Report and Clime Asset Management come together to offer more wealth creation solutions
03/06/2013
Sir Mervyn King has suggested splitting RBS in two.
03/06/2013
Staff in UBS's investment bank waiting to be told by their boss what they have earned expect to be particularly hard hit.