05/23/2014
40% of financial advisors say they interact with clients via social media
Financial advisors and their clients do not always see eye to eye when it comes to identifying key elements driving their relationships, according to EY's third annual Wealth Management Survey: closing the gap.
05/23/2014
Just 11% of chief financial officers are women, while only 23% of all senior officer positions are held by women.
05/23/2014
Moody's IFG will deliver independent analysis of Shari'ah-compliant products, financial institutions and takaful insurers to support an improved understanding of the credit risks and market trends in this rapidly expanding sector.
05/23/2014
A catalyst for change in the European institutional space
05/23/2014
In its report, S&P noted: “The ratings on Jersey reflect our view of its high wealth, strong fiscal flexibility, and public-policy stability.”
05/21/2014
“Forward redemptions increased for the month of May, with the bulk of activity representing typical semi-annual requests,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
05/21/2014
Some market participants have been cautiously anticipating a stock market correction for some time now.
05/21/2014
As more private banks jostle to manage the wealth of the top one per cent of income earners in Singapore, some are wooing their top clients by getting to know more generations of the family
05/19/2014
According to a Grant Thornton mid-market business survey, 40% of mid-market businesses either already outsourced non-core operations or are planning to. This is no coincidence; outsourcing is becoming a key factor for business growth.
05/19/2014
Total offshore deal value increased a dramatic 79% in the first quarter of 2014 - Appleby
The latest edition of Offshore-i, an Appleby report that provides data and insight on merger and acquisition activity in the major offshore financial centres, focuses on transactions announced during the first quarter of 2014, a period in which the firm o
05/19/2014
The rich are going to be heavily impacted by ongonig regulatory change
An international law firm network has canvassed its members to see what trends are predicted for the next 20 years.
05/19/2014
2014 Wealth Management Survey -
Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.
05/16/2014
Young millionaires are more likely than older millionaires to credit running their own business
05/15/2014
Household wealth in UK nearing £8 trillion: Lloyds
Rising property prices have helped to increase household wealth in the UK
05/15/2014
A total of $17.9 billion of new money was invested
05/15/2014
The 81 banks come from 25 different countries, with the largest proportion, 32 banks (or 40%), domestic UK banks.
05/14/2014
Unity Marketing provides straight talk and straight answers about the best customer prospects to build a retail business -- the Affluent Shoppers who still have discretionary money left to spend
05/14/2014
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.