05/29/2015
Wealthy millennials decline financial advisers' services: survey
The findings are based on a nationwide survey of 640 high net worth (HNW) individuals with at least $3 million in investable assets.
Research
05/28/2015
Top Retirement Spots For The Ultra Rich
The global ultra high net worth population reached an all-time record high of 211,275 in 2014 with a combined net worth of nearly $30 trillion
05/28/2015
Unbundling reforms will reduce research quality and availability
The most radical change under consideration is full unbundling
05/28/2015
Who’s the Most Attractive Investment Opportunity of All? Good-looking Men
The halo effect of good looks is intact across a variety of business sectors: digital media, clean tech, education, legal services or technology innovation.
05/28/2015
Affluent Investors Report Which News Stories are Affecting Their Economic Outlook
Concerns about the political environment and political gridlock trump such economic issues as tax increases, terrorism and the national debt, Affluent investors indicate.
05/28/2015
Gaga for Gadgets? Affluent Consumers Can Afford to Wait
Nearly half of Affluent households indicate they typically do not buy a new gadget until they need it
05/28/2015
UBS to Launch Target-Date CITs with Morningstar
UBS expects to launch the CITs, which are for use exclusively by qualified retirement plans, in July. Morningstar Associates, LLC, a registered investment advisor and part of the Morningstar Investment Management group, will serve as a nondiscretionary su
05/28/2015
ARC is investment monitoring firm of the year
"Investment monitoring is one element of our business that we are extremely proud of; it complements our research and investment consulting services and supports our primary goal of becoming the leading global private client investment consulting pra
05/27/2015
Wealthiest U.S. Oil, Gas Tycoons Led by Kochs, CEOs of Continental, Kinder
The list released today is an update of a Wealth-X list of the richest US oil tycoons released in January 2015.
05/27/2015
IMD releases its 2015 World Competitiveness Ranking
The USA continues to top the ranking; Asia experiences mixed results; and large emerging economies mostly linger
05/27/2015
Hedge Funds rebound as market conditions normalize by Philippe Ferreira, Lyxor
The relief came from the rebound in equity markets and lower bond yields in Europe following comments by the ECB announcing that it will front-load asset purchases in May and June to take into account lower liquidity during the summer.
05/27/2015
The World's 100 Most Powerful Women
This is FORBES’ definitive annual audit of the foremost heads of state
05/27/2015
World’s top 100 brands are now worth $3.3 trillion to businesses
Apple has overtaken Google to reclaim the title of 'world's most valuable brand' in the 2015 BrandZ™ Top 100 Most Valuable Global Brands, released today by WPP and Millward Brown.
05/26/2015
Billionaire report highlights steady rise of Asia
The overwhelming majority of billionaires lived in the US and Europe until 1980, with a minority of entrepreneurs creating their own wealth, according to the UBS/PwC 2015 Billionaire Report.
05/26/2015
Change is in the heir: Gen Y demands more from wealth advisors
Technological shortcomings and reluctance to change has created a sharp disconnect between the service provided by financial advisors and the evolving needs of their clients.
05/26/2015
Hong Kong 'still top choice for China's rich' investing outside the mainland and overseas
Investors drawn to city’s low tax, shared culture and financial expertise, according to poll
05/26/2015
Sun Setting on 'Gilded Age' for Billionaires
Examining the differences between billionaires’ wealth creation, preservation and philanthropic practices across the U.S., Europe and Asia
05/26/2015
ACCA and IMA Find Global Economy Improving
The largest economic survey of professional accountants in the world
05/25/2015
Global real estate investors eye Africa for opportunities – PwC
As capital across the globe continues to look for yield enhancing investments.
05/25/2015
Chinese firms spread the wealth in the US
China could use this to blunt US criticism of its aggressive military stance