12/02/2015
Wealth Adviser Daily Briefing: ‘Don’t Plan Beyond Age 73. I May Not Live That Long’
It’s an adviser’s job to help them get more realistic with their projections
Research
12/02/2015
State Street forecasts 2016 China growth of 6%
Excess manufacturing capacity, persistent deflation and an inventory overhang in property were some of the issues weighing on China's economy
12/02/2015
CVC gives wake-up call to old-style asset managers
Dig a little deeper, however, and you will see an example of a private equity house taking its asset management skills up new avenues.
12/02/2015
Report: Nation's Wealth Gap Wider Than Believed
Put another way, the 20 individuals who possess more wealth between them than 152 million Americans can fit together comfortably inside one Gulfstream G650 luxury jet.
12/02/2015
BTG Pactual's Swiss bank BSI says has not suffered major outflows
Brazil's BTG is in the midst of a crisis after controlling shareholder Andre Esteves resigned as CEO and chairman following a sweeping corruption investigation.
12/02/2015
6 Noxious Facts About America's Billionaires
Fairly taxing the wealth of the super-wealthy could transform America.
12/02/2015
Twenty Billionaires Have More Wealth Than Half U.S. Households
400 billionaires are wealthier than 190 million of their fellow Americans.
12/01/2015
The United States is the No. 1 Destination for Rich Chinese Immigrants
For China’s growing numbers of high-net-worth citizens, the top immigration destination remains the United States.
12/01/2015
Asian Business Owners Redefine What it Means to be an Entrepreneur - RESEARCH
Two in five entrepreneurs in Hong Kong, Singapore and mainland China are female with nearly half under the age of 35
12/01/2015
Pay Confidential: Wealth managers’ bonus lag
Want to become wealthy from a career in finance? It might take longer to achieve if you’re a wealth manager.
12/01/2015
Wealth is key in accessing justice, says poll
Almost 90 per cent of legal professionals feel that wealth is increasingly important in accessing justice, a survey has found.
12/01/2015
A New World Order
The world of finance has become nothing short of a centrally planned game, with policymakers driving asset markets as well as currencies.
11/30/2015
How Small Hedge Funds Outperform Bigger Rivals
Finance professors at London’s City University find that larger funds lagged from 1995-2014.
11/30/2015
True Loves Will Get A Bargain This Year
Falling commodity prices account for lowest rise in six years
11/30/2015
75 percent of banks focus on sales over customer service
New study from Efma and Misys shines spotlight on banks’ struggle to balance sales and customer service
11/30/2015
Offshore Private Equity Activity on Track for Five-Year High - Appleby
Appleby report details private equity M&A activity for 2015 to date
11/30/2015
On the money – How the wealth of National Treasures compares today
We’ll fork out some £3.5bn over Black Friday weekend and though most of that spending is online or on cards, hard cash still accounts for 40% of high street transactions.
11/30/2015
The Talk Wealth Managers Need to Have With Clients About Cost
As automated investment programs multiply, more clients are likely to ask advisers to justify their fees. There is a good answer.
11/30/2015
Morgan Stanley: These Corporations Will Be The Winners If The Middle Class Dies
Growing inequality “can disrupt business models, fuel political discontent and trigger policy missteps,” the bank warns.
11/30/2015
London has the most billionaires in the world — but they're leaving for New York
This is more than the 103 billionaires and 389,100 millionaires living in New York.