12/28/2020
While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.
12/28/2020
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.
12/27/2020
The group reported revenues of €34m, up from €25m in 2018.
12/24/2020
SEBA Bank will tokenise its shares of the Series B fundraising soon after the blockchain law will come into force in Switzerland.
12/24/2020
But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.
12/24/2020
Their Leicester office, as many locals will have seen, sits comfortably in place of the old Leicester city council building just off of New Walk.
12/24/2020
The government shouldn’t be subsidizing putting money aside where it might or might not be spent for the benefit of society
12/24/2020
Switzerland's second-largest bank said in a statement that it rejected the allegations against it, adding that it is convinced its former employee is innocent.
12/24/2020
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers
12/24/2020
The digital wealth platform caters to the affluent or emerging high net worth segment, which has between $50,000 and $5 million to invest, and aims to bring personalized investment advice to them at a mass scale using artificial intelligence.
12/24/2020
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
The key to Weber Global's success is in its forward-thinking approach of diversification in UHNW wealth management
12/23/2020
Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub
12/23/2020
The digital service is the elite bank’s latest push into the broader consumer market.
12/23/2020
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.
12/23/2020
The record date for the 2020 annual reinvested distributions is December 31, 2020, payable January 8, 2021.
12/23/2020
CEO plans expansion in lucrative niches of banking business
12/23/2020
The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.