12/21/2016
Hedge funds need to strike the right balance between macro pressures and the often differing needs of its clients if they are to survive, according to a new report by FIS, a specialist in financial services technology.
12/21/2016
Trump’s election victory bolstered returns -- reversing the fortunes of some funds -- and showed signs of being a boon going forward.
12/21/2016
Cerulli says that in the aftermath of the market ructions caused by Trump's election, one trend stood out: passive funds fared best.
12/20/2016
Our analysis suggests that the monetary policy environment which has been so accommodative for such a long time will start normalising, while restrictive fiscal policies will start to loosen. This evolution of the policy mix will have major consequences i
12/20/2016
The relationship between the White House and the Federal Reserve should be uncomplicated,
12/16/2016
M&A trends report 2016, year-end edition
In the midst of accelerated mergers and acquisitions (M&A) activity at the end of 2016, we asked 1,000 corporate and private equity investors what to expect in the year ahead.
12/16/2016
The hefty fine levied against UBS due to its failure to report, or incorrect reporting, of an estimated 7.59 million over-the-counter options positions from 2010 to 2015, is just one example of this strict enforcement in action.
12/15/2016
Nearly Half of Insurers Feel DOL Conflict of Interest Rule Would Positively Impact Sales of Fee-Based Annuities
Insurers' responses to new the regulatory landscape will significantly impact the future of VA and FIA sales. "In order to ensure future relevance, insurers must examine both the pricing and positioning of their products," explains Donnie E
12/15/2016
John Hancock Investments expands its sustainable investment lineup, launching two new ESG funds
The new funds, which offer exposure to the fixed-income and international equity markets, complement John Hancock Investments' existing U.S. equity-focused ESG funds.
12/15/2016
Wealth Adviser Daily Briefing: Answering Clients’ Rising-Rate Questions
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
12/15/2016
How J.P. Morgan stole 90% of the MRF market
J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.
12/14/2016
Volatility top concern for global institutional investors in 2017 – survey
Institutional investors preferred active management over passive
12/14/2016
Major Giving Reaches an All-Time High
Ultra-Wealthy Individuals Donate Nearly US$30 million Over the Course of Their Lifetimes
12/14/2016
Fidelity customers can also obtain more information at the Fidelity Planning & Guidance Center.
12/14/2016
Investors hike allocation to banks as global growth optimism grows
Investor expectations of global growth have jumped to 19-month high, says a BofAML survey
12/14/2016
Saving for a “rainy day.” Eleven percent put the money in an emergency fund.
12/13/2016
Even the boom in Chinese acquisitions offshore isn't a clear-cut winner, although Wall Street does still reign when it comes to advising Chinese corporations
12/13/2016
When asked to rate the most important traits to consider when selecting an ETF.
12/13/2016
Cerulli expects that advisors will increasingly turn to fiduciary outsourcing providers
12/12/2016
The majority of international investors intend to invest less in the UK as a result of the Brexit vote