New research from global research and consulting firm Cerulli Associates finds that women offer a solution to the industry's impending succession crisis and talent shortage as advisor retirement accelerates.
The CFP Board Center for Financial Planning announced the findings of its blue-ribbon panel of experts who explored the future impacts of digital advice on the financial planning profession.
Many times while speaking to service providers, fund managers, and industry-insiders there is talk about how the ultra-wealthy are thrifty or cheap. Typically this talk comes from those trying to get money or fees from these families, but the topic has come up enough that Richard C.
A recent report from Family Office Exchange (FOX) has uncovered new strategies that forward-thinking advisors are beginning to use to better link value and price with their ultra-wealthy clients in the face of increasing price competition.
Financial Planning and Analysis (FP&A) experts are a pillar of any finance team, only building their models after feeling the pulse of every part of the business.
UBS Group AG and PwC presented their joint annual billionaires report, “Are billionaires feeling the pressure?” The report examines wealth creation within the billionaire segment in 2015 and singles out the transfer of USD 2.1 trillion in billionaire wea
Wealth and asset managers in Asia ex-Japan face the challenging task of managing the expectations of retail investors who are prone to poor investment habits, yet look for high returns on their investment portfolios.
The FINRA Investor Education Foundation (FINRA Foundation) recently announced the results of its “Investors in the United States 2016” report.
According to a new report on global philanthropy, major giving among ultra-high net worth (UHNW) individuals rose to an all-time high in 2015, growing 3% since 2014.
Family Office Exchange (FOX) announced the launch of the FOX Private Investor Center. Kristi Kuechler, former President of the Institute for Private Investors (IPI), was named President of the new FOX Private Inv