10 Wealthiest Couples in the World
Wealth-X reports wealth of six on list is self-made, and of four inherited
Compliance Now Core Financial Services Business Practice
Cipperman poll finds many firms don’t spend enough to make compliance programs effective.
20 Best-Paid Fundraisers at U.S. Charities
Donors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
Hedge Funds Flat in July
Gains by CTAs were balanced by losses in China and energy.
African-Americans Say They're Savers, Not Investors
New research by Prudential showed that African-Americans were financially confident overall but faced some gaps in retirement planning.
Large-Cap ETFs Lead Robust July Inflows
U.S.-listed exchange-traded funds took in nearly $23 billion in July, up from $18 billion in June, ETF.com reported.
Are Your Clients Paying Too Much in Taxes?
“Right now, many advisors and clients don’t fully appreciate the drag on returns caused by taxes, which adds up quickly,” says Russell's Frank Pape.
How Investors’ Decision Making Varies With Age and Wealth
Research firm Martini studied the online behavior of three segments of the affluent market.
Private Equity Dry Powder Hits Record $1.3 Trillion in Q2
Private equity dry powder reached a record $1.3 trillion at the end of the first half, up 18% from the end of December, according to Preqin.
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.