10/02/2014
Broadridge Financial Solutions, the provider of investor communications, technology-driven solutions and data and analytics, has announced the findings of a global survey of more than 400 executives assessing recent operational changes among financial ins
10/02/2014
It is still 3.5 points higher than the same period last year, indicating a lingering cautious mindset.
10/02/2014
The 2014 $25 Million Plus Investor report shows that 25 percent of investors with a net worth of at least $25 million make their own investment decisions entirely (and are labeled Self Directed investors),
10/01/2014
Just because you can't afford the lifestyle of the super rich doesn't mean you can't invest like them.
10/01/2014
It also denies the ability to contract out of suitability requirements for high-net-worth investors.
10/01/2014
Legacy is a key priority among ultra-wealthy Americans. Roughly two-thirds cite the legacy they leave for their children or grandchildren as their primary personal concern.
09/30/2014
Calling Singapore a luxury gateway, Soh said that the agency would be bringing luxury brand marketing expertise and offerings to the region from Paris, where it is headquartered.
09/29/2014
Nearly seven out of ten high-net-worth clients don’t currently have a financial plan, yet the majority of clients in North America use financial planning services more than any other provided by their wealth management firm.
09/29/2014
Preqin has taken a look at how the hedge funds have changed in the six years since the global financial crisis.
09/29/2014
The World Gold Council is confident that 2014 would end on a robust note in gold demand in India, contrary to the initial drop in the first half.
09/29/2014
If gold-jewelry sales are any indication, U.S. consumers are opening their wallets again.
09/29/2014
The combined wealth of the world’s billionaires increased by 12% to US$7.3 trillion
09/26/2014
There are startling differences when it comes to generational views on workplace relations, according to a new study released by LinkedIn;
09/26/2014
The reality is that most ultra-high net worth individuals in China are probably making money in China right now
09/26/2014
JWG, the independent think tank for the financial services industry, is today publishing their much anticipated analysis report, ‘G20 FS reform: will you survive or thrive?’
09/25/2014
The valuation of companies with women at top is also higher
09/25/2014
The survey also shows that despite the flat cash rate, affluent investors are still comfortable with their exposure to cash assets
09/25/2014
We’re still finding a hybrid between the very bespoke, very small private banks in Europe and the retail platforms that many of us operate from here
09/25/2014
Charles Stanley director Mike Lilwall suggests that medium-sized wealth management firms are yet to feel the pinch of complying with suitability requirements.
09/25/2014
Top-Performing RIAs Implement Offensive Positions to Yield Exceptional Growth Results