Wealth Management Industry News

A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

cnbc.com - Thomas Franck - Stock futures rise after S&P 500 notches best day since June
Stock futures rise after S&P 500 notches best day since June
CNBC

Published Mon, Mar 1 2021 6:02 PM EST Updated Mon, Mar 1 2021 6:07 PM EST Wang Ying | Xinhua News Agency | Getty Images Futures contracts tied to the major U.S. stock indexes rose at the start of extended trading Monday evening after the S&P 500…

telegraph.co.uk - Lucy Burton - Pressure grows on City watchdog as Woodford yet to be interviewed
Pressure grows on City watchdog as Woodford yet to be interviewed
The Telegraph

Neil Woodford is yet to be interviewed by the City watchdog about the collapse of his investment firm over 18 months ago, amid growing criticism over delays in the investigation by regulators. Enjoy unlimited access to all articles Get unlimited…

cnbc.com - Elliot Smith - Tax hikes, furlough extensions and a hawkish tone: Analysts' predictions for the UK budget
Tax hikes, furlough extensions and a hawkish tone: Analysts' predictions for the UK budget
CNBC

Published Tue, Mar 2 2021 1:48 AM EST The government has embarked upon unprecedented public spending as the economy posted its sharpest contraction in more than 300 years in 2020. At Sunak's last fiscal announcement in November, he unveiled the…

princewilliamliving.com - PWLiving Editorial Team - Whitlock Wealth Management Weekly Webcast
Whitlock Wealth Management Weekly Webcast
Prince William Living

Provided by Whitlock Wealth Management Whitlock Wealth Management will be hosting a special webcast series in honor of Women's History Month entitled Women, Wellness and Finance. Women face demographic and social realities that can affect their…

ft.com - Claer Barrett - Gina Miller: my pandemic fears for women
Gina Miller: my pandemic fears for women
Financial Times

Gina Miller 's campaigning spirit has made her front-page news — but what's less well known is the personal story behind her own financial journey. As one of the highest profile women working in the City of London, the anti-Brexit campaigner…

ft.com - Start-ups/stock option: the pre-wealth effect
Start-ups/stock option: the pre-wealth effect
Financial Times

The story of the masseuse who took a job at Google in 1999 and received stock options that made her a millionaire is held up as proof of Silicon Valley's legendary wealth creation. Tech start-up employees accept modest salaries in exchange for…

businessinsider.com - Rebecca Ungarino - AllianceBernstein's CFO lays out the $683 billion money manager's plans to muscle into the red-hot SPAC market
AllianceBernstein's CFO lays out the $683 billion money manager's plans to muscle into the red-hot SPAC market
Business Insider

AllianceBernstein sponsored a blank-check company, or SPAC, for the first time in December. The asset manager has ambitions to do more in the space, CFO Ali Dibadj told Insider. The firm has invested in SPACs before, but is now evaluating more…

wsj.com - Joanne Chiu - Hong Kong's Hang Seng Index Gets a Facelift
Hong Kong's Hang Seng Index Gets a Facelift
Wall Street Journal

Hong Kong's flagship stock index is getting a major overhaul that will expand the number of companies it covers and give more sway to fast-growing technology stocks. The changes to the Hang Seng Index, a key gauge of Hong Kong's $6 trillion-plus…

standard.co.uk - The name's Bond: What is going on in the debt markets
The name's Bond: What is going on in the debt markets
Evening Standard

B ond markets are once again the centre of attention, with government bond yields continuing their upward climb. Ten-year yields in the UK and US rose another 0.10% - 0.15% to end the week at 0.86% and 1.45% respectively. UK gilt yields have now…

barrons.com - Podcasts | Barron's
Podcasts | Barron's
Barron's

2/26/2021 4:39:14 PM Share This Episode Looking for more episodes? Find them wherever you listen to podcasts. Join Barron's for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its…

businessinsider.com - Reed Alexander - Eric Lane will retire as co-head of asset management at Goldman Sachs
Eric Lane will retire as co-head of asset management at Goldman Sachs
Business Insider

Eric Lane, co-head of asset management at Goldman Sachs, will retire after 25 years at the firm. His co-head Julian Salisbury will take over as the group's sole leader after Lane's departure. The news was announced internally by Goldman Sachs CEO…

finextra.com - Editorial Team - Financial health platform Level appoints chief behavioural officer
Financial health platform Level appoints chief behavioural officer
Finextra Research

Source: Level Financial Technology Level Financial Technology has appointed Dr Jim Coke as its first Chief Behavioural Officer to oversee the impact of ‘nudging', to promote better money management. A former banker turned behavioural…

usnews.com - Vanguard vs. Fidelity: Which Is Best for You?
Vanguard vs. Fidelity: Which Is Best for You?
U.S. News & World Report

As investors look for a home for their money, many of them may choose between Vanguard or Fidelity Investments, two mutual fund industry giants. There are other investment firms, such as T. Rowe Price and Charles Schwab, but Vanguard and Fidelity…

forbes.com - Kris Putnam-Walkerly - 4 Ways Philanthropists Shut Down Because Of Overwhelm
4 Ways Philanthropists Shut Down Because Of Overwhelm
Forbes

A serious, but largely overlooked, problem in philanthropy is feeling overwhelmed. What is overwhelm? According to wellness writer Michelle Rees, “Overwhelm happens when the sheer volume of thoughts feelings, tasks, and stimuli in our daily…

bloomberg.com - Martin Z Braun - Muni Bond Managers Beaten by Index Funds Eye a 2021 Comeback
Muni Bond Managers Beaten by Index Funds Eye a 2021 Comeback
Bloomberg

70% of active muni fund managers lagged benchmarks in 2020 Strategy ‘reflects a winning position in the long run' This may be the year that money managers in the municipal-bond market show up the index funds that have been raking in record…

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