06/15/2017
With billions of dollars at stake as the next generation accumulates unprecedented wealth, firms looking to attract and retain these investors must revisit their strategies
06/14/2017
Analysis of a massive trove of data – much of it leaked from tax havens – suggests that inequality levels across the world should be revised upwards dramatically
06/14/2017
These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.
06/14/2017
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
06/14/2017
A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis
06/14/2017
This rise came as both the number and value of global M&A deals across the market declined in 2016
06/14/2017
The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges
06/13/2017
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2017 measured -0.13%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 1.24% in June. "SS&C GlobeOp's Capital Movement Index
06/13/2017
The world’s 100 largest luxury goods companies generated sales of US$212 billion in FY2015, as consumers in emerging markets continue to drive luxury market growth.
06/13/2017
The survey of more than 800 high-net-worth households defined millennials as being between the ages of 21 and 36
06/13/2017
Word of mouth is almost exclusively the way we’ve been growing the business
06/12/2017
The survey, detailed in the full report, “Digitization of asset and wealth management: promise and pitfalls”
06/12/2017
Stabilizing or increasing the cash flow component is a tactical objective.
06/12/2017
Impact investing makes sense in theory, but there are good reasons, particularly for large foundations, to pause before putting a lot of resources into it.
06/11/2017
Women of all ages and stages of life are more generous than their male counterparts
06/09/2017
There are wealthy women in America across the spectrum of age segments.
06/07/2017
It’s a continuation of the overall challenges that the industry is facing
06/07/2017
Turkey is the most complex place in the world for Accounting and Tax compliance, followed by Brazil, Italy, Greece and Vietnam - according to TMF Group’s inaugural Financial Complexity Index 2017.
06/06/2017
The figure is nearly five times the national average wage of £28,000.
06/05/2017
The survey also suggests that treasurers are first and foremost focused on capital preservation and liquidity, though yield remains an important consideration.