08/24/2015
Pope’s Money Czar Says Church Risks Being Targeted on Finance
The next wave of attacks on the church could be for financial irregularities.
Research
08/24/2015
BNY Mellon's Pershing Study: Broker-Dealers Need to Rethink Their Strategies In Order To Attract and Retain Top Clients
To continue to foster that culture, broker-dealers need to regularly come together with advisors in a constructive dialogue
08/23/2015
China's Wealthy Increasingly See Value of Full Family Office Offering
Family offices in the US and Europe began introducing these type of value-added services in the 1990s
08/21/2015
SS&C GlobeOp Forward Redemption Indicator: August notifications 3.46%
“SS&C GlobeOp’s Forward Redemption Indicator of 3.46% for August 2015 reflects mainly seasonal influences in comparison to the 2.08% reported in July of 2015,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technolog
08/21/2015
Report: Classic buyers cashing in pension fund
Legislation reforms lead to petrol-heads putting pension money into classic cars
08/20/2015
World’s Biggest Wealth Fund Tackles New Era as Cash Flows Dry Up
A retrenchment could have a broad impact on investors across the globe
08/20/2015
A Third of Finance Professionals Feel Pressured to Compromise Ethical Standards
26% agreed that those who report concerns about unethical behavior are seen as troublemakers by management
08/20/2015
Assets managed in Singapore up 30% in 2014: MAS
Investors' expectations have evolved, and financial technology is a potential
08/20/2015
Financial Advisors Bullish On U.S. Equities - Aberdeen Asset Management
Advisors are conflicted on how best to diversify client holdings to manage against a potential market downturn.
08/20/2015
Smartphones and Wealthy Investors
Credit cards still feel safer than smartphones as a payment option to most wealthy investors.
08/20/2015
A self-made millionaire who interviewed 1,200 wealthy people noticed one behaviour they all have in common
In this selfish quest to make themselves happy, they have an active mindset — they go after what they want and they problem solve until they achieve it.
08/20/2015
Chinese HNWIs ‘next major investors in prime London property’
Harrods Estates has seen investors from Beijing, Shanghai, Hong Kong and Singapore, but it says mainland China is still largely untapped due to an initial focus on the domestic property markets.
08/19/2015
Chinese private wealth to steadily climb, despite economic slowdown, survey suggests
The strong growth in private wealth is driven by relative high GDP growth, demographic dividend and accelerated development of the capital market
08/19/2015
Millionaires are flocking to these countries — from some places more than others
The United Kingdom has the highest number of millionaire arrivals, with the majority coming from Africa, China, Europe, India, the Middle East and Russia.
08/19/2015
Robo Advisors Continue Growing AUM Despite Increased Competition
Despite some commentary that established financial institutions would crush fintech startups
08/19/2015
20 Stocks The Richest Hedge Fund Billionaires Are Buying And Selling Now
Some of the most bought stocks in the first quarter lost their popularity among top hedgies.
08/19/2015
India top pick in EM space globally; China weighing on market sentiment: Bhaskar Laxminarayan
In a chat with ET Now, Bhaskar Laxminarayan, Pictet Wealth Management, shares his views on Chinese market, its impact on India, factors affecting equities and more. Excerpts:
08/19/2015
Financial Advisors Bullish On U.S. Equities, Though Many Looking Beyond Stocks To Cushion Client Portfolios, Finds Aberdeen Asset Management Survey
Advisors are conflicted on how best to diversify client holdings to manage against a potential market downturn.
08/19/2015
The 20 Richest People Under 35
Surprise, surprise: Three Facebook co-founders are in the top four.
08/18/2015
Ultra-Wealthy Want to Have and Eat Cake
Financial Expectations, Behaviors, And Realities Out Of Sync For America's Ultra-Wealthy, According To SEI Report