Research

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HSBC Tops In Family Office Assets

by Anthony Effinger and Elizabeth Ody

Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices. 

Wealth Manager Launches Software For Financial Advisors

by Joel Bruckenstein

A Virginia-based wealth manager has launched a firm offering financial planning software now being tested by 80 advisors.

Global Analyst Provides Views To Napfa Attendees

by Bruce W. Fraser

Oxford Analytica's CEO, who also founded Archipelago Partners and is a former Goldman Sachs investment banker, says the U.S. has to change its mindset to accept that it's not setting rules alone.

Women And Men Differ When It Comes To Investment Strategy, Study Says

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It's definitely a case of "Men are from Mars and Women are from Venus" when it comes to how the two genders think about an investment strategy, according to a new study of wealthy women...

Asia Family Offices To Triple, Lead Growth, Citigroup Says

The number of family offices is set to triple in Asia within the next decade, outpacing growth in other regions, according to Citigroup Inc.

Scientists Help Companies Go Greener

by Jerilyn Klein Bier

Corporations increasingly recognize the value of science advisors to inform decision-making when science and business intersect.

New Findings Provide Financial Reason For Advisors To Consider SRI

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A major reason for advisors to care about whether firms are socially responsible or not was revealed by researchers at the SRI in the Rockies conference in New Orleans.

Most Advisors Using Alternative Investments

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Most retail financial advisors are diversifying their clients' portfolios with alternative investments and want to use them increasingly over the next year, says a new study.

China To Have Half of Asia's Millionaires By 2015, Report Shows

China's millionaires will account for about half of Asia's rich and hold more than half of the region's wealth by 2015, according to a study by Julius Baer Group.

Playing Chicken With Your Health

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Have you noticed that more supermarkets and restaurants are selling chicken that's free of antibiotics and hormones? A new study is likely to fuel this trend and may make you decide to buy this...

Babies And Pollutants

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More evidence emerged this week that pollutants from sources like indoor coal stoves, smoking and vehicle exhausts may put babies at a much higher risk of birth defects.

Top 400 U.S. Taxpayers Reported 21.5% Income Drop

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The 400 highest-earning U.S. households reported a total of $108.2 billion in income for 2008, a 21.5% decline from a year earlier and the first drop since 2002, according to IRS data.

UHNW Clients Largely Satisified With Advisors, Survey Says

As the impact of the financial crisis fades, a majority of ultra-high-net-worth investors are reporting increased satisfaction with their financial advisors, according to a new survey.

Millionaire Confidence Down in March

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Millionaires were a little less optimistic about the economy in March compared with February, according to a recent survey.

U.S. Millionaire Population Grows By 8% In 2010

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The number of millionaire households in the nation increased by 8% in 2010, marking a second straight year of growth, according to Spectrem Group.

Slim Tops Forbes Billionaire List

Carlos Slim remains the world's richest person for a second year with estimated assets of $74 billion, according to Forbes magazine's annual global ranking of billionaires.

Clients Plan To Up Equity Purchases, Spectrem Report Says

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These clients may come back into the equity markets in a big way this year, says a new survey.

Be A Hero To Your Clients

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Here's some simple advice to pass on to your clients that may help save their lives.

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