11/21/2014
Financial advisors often need to tailor their advice based on the investor’s age, gender, wealth level, and occupation and advisor dependency.
11/19/2014
The Wealth-X and UBS World Ultra Wealth Report 2014, released today, shows that 12,040 new ultra high net worth (UHNW) individuals were minted this year, pushing the global UHNW population to a record 211,275, a 6% increase from 2013.
11/19/2014
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 third quarter of 2014.
11/19/2014
Bond Street, Causeway Bay, Champs Elysees and Fifth Avenue the leading contenders for title of world's most expensive and luxurious shopping destination
11/18/2014
Low household penetration rates for mutual funds rely on education, which digital platforms may deliver, according to Cerulli Associates.