10/03/2017
The Winner Take Most In The Wealth Management Industry
The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.
Comment, Analysis & Research
10/03/2017
What Defines Millennials – and How Marketers Can Reach Them
Generational studies point to common factors that create and define a cohort.
10/03/2017
Major asset managers moving slowly but surely toward impact investing
Nine of 10 of the largest U.S. asset managers have launched or are exploring strategies
10/02/2017
The head of investment themes at UBS explains the big trends every investor should know
This is also going to put strain on healthcare services.
10/02/2017
Most Companies Have Big Gaps Between AI Ambition and Execution - Study
Only 31% of respondents fear that AI will take away some of the current tasks in their own jobs.
10/02/2017
Cryptocurrency Isn’t “Just a Fad,” Says Head of Morgan Stanley
The conversation ended up landing on the topic of bitcoin.
10/02/2017
How Single-Family Offices Source Providers
As for other methods of sourcing external experts, none of them are as extensively employed as referrals from other professionals.
10/02/2017
Cloud Computing, Artificial Intelligence and Distributed Ledger Technology Drive Revenue Opportunities, Present Resource Challenges for Banks - Broadridge Report
The report surveyed key executives at 69 capital markets firms to learn more about their strategies to grow revenues while improving efficiency.
10/02/2017
Stone Ridge reaches $6.14bn of ILS & reinsurance linked fund assets
Stone Ridge Asset Management’s growth in ILS has been extraordinary, having grown 24% in the last year and 65% in the last two years.
09/28/2017
The rich are gaining a larger slice of the world's wealth, research says
Wealth managers deliver above-benchmark investment returns for HNWIs, but satisfaction lags in the face of HNWIs’ demands for more holistic services and concerns with fees
09/28/2017
These are the world's 30 best countries for billionaires
The census explains that the increase in American billionaire net worth was buoyed by a stronger dollar and a robust tech sector.
09/28/2017
UBS Global Real Estate Bubble Index 2017: San Francisco is the most overvalued US urban housing market in the study; bubble risks grow in other developed world cities globally
Price growth has slowed in recent quarters, but remains 6% above the national average.
09/27/2017
Invesco may buy Guggenheim Partners' ETF business in deal topping $1 billion
Guggenheim's ETF business has around $30 billion in assets under management, while Invesco has $125 billion under management
09/27/2017
6 ways retirement benefits will change in the next decade
Many Americans are not saving for retirement — only 32 percent of U.S. workers are said to contribute to 401(k) plans
09/27/2017
Allianz Global Wealth Report: Recovery in turbulent times
Last year's acceleration in growth came mostly from industrialized countries, where asset growth doubled to 5.2 percent.
09/27/2017
2 sector-thrashing investment trusts that could make you a millionaire
Today the trust has published its half yearly report to 31 July
09/27/2017
Women ‘more likely’ than men to run a US financial advisory biz: study
Women are more likely than men to run financial planning practices and less likely to focus exclusively on asset management as money managers
09/26/2017
Advisors Go Holistic By Expanding Their Skill Sets
Blame the robots.
09/26/2017
Is the Federal Reserve Relevant? by Gary Dugan
Well of course the Fed are relevant, but I got the sense last week that even they don’t believe they will be so relevant in the future.
09/26/2017
More investors are viewing active funds as a rip-off
According to data from Morningstar Direct, the median actively managed mutual fund charges an expense ratio of 1.05%