Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The financial planning industry remains stubbornly lopsided when it comes to gender diversity (men by far outnumber women) despite heroic efforts by many stakeholders in recent years to balance the scales. ...
Where shopping is a pleasure.
The investment industry could take a page from supermarkets and fast food chains when it comes to their customer experience. Supermarkets and fast food chains were rated the top two industries for customer experie...
(Bloomberg) -- BlackRock Inc.’s Laurence D. Fink said he expects consolidation in the asset management industry as firms struggle to beat benchmarks and new U.S. rules favor passive strategies...
(Bloomberg) -- Raymond James Financial Inc. agreed to acquire Canadian private-wealth manager MacDougall MacDougall & MacTier Inc., the latest in a series of takeovers by the U.S. financial services firm...
BlackRock Inc., the world’s biggest money manager, says it snapped up some of the euro region’s long-dated government bond issues recently, attracted by their relatively high yields as well as signs of economic progress in the...
(Bloomberg) -- In the old days, lawyers spent their own money to sue in the hope of victory and a third of the client's award. Then came litigation finance, in which law firms with limited funds turn to investors, getting cash up front in...