10/24/2016
Banking on wealth’s rise
The past decade has seen a number of financial institutions move into wealth management and other lines of business that provide revenue
10/24/2016
The past decade has seen a number of financial institutions move into wealth management and other lines of business that provide revenue
10/24/2016
Cerulli recommends that firms should continue to invest in distribution professionals and educational programs to get advisors comfortable with using alternatives.
10/24/2016
Scandal has accompanied some funds’ misfortune. Four months ago,
10/21/2016
Advisers are on the hunt for alternatives to their costly hedge funds and managed futures
10/20/2016
While underlying Greater China dedicated hedge funds fell 0.97 per cent over the year, managers still beat underlying markets with the CSI 300 Index down 12.80 per cent over the same period.
10/20/2016
The hedge fund manager also reiterated his view that China has already reached the point where it is a problem due to excessive debt buildup and that China's financial woes will drag on global growth.
10/20/2016
Number of actively managed funds has remained relatively stable after a falloff following the financial crisis
10/20/2016
The key is to focus on the small-cap picks of these funds, which are usually less followed by the broader market and allow for larger price inefficiencies
10/20/2016
As has been the case for the last 14 months, the biggest source of Ackman’s troubles is Valeant Pharmaceuticals.
10/20/2016
Beyond macroeconomic data, we have also seen positive political developments towards addressing the fiscal issues facing Brazil.
10/20/2016
Business owners are facing a shortfall in their retirement planning and become heavily dependent on their business assets to help fund their retirement.
10/19/2016
Firm Cited as Best-in-Class in Governance & Control Capabilities; Deepest Capabilities in Finance Excellence Consulting
10/19/2016
The 2016 Allocations Monitor focuses on the role of real estate in institutional portfolios, and the impact of institutional allocation trends on the investment management industry.
10/18/2016
Analysts Explore the Digital Future at Gartner Symposium/ITxpo 2016, 16-20 October in Orlando
10/18/2016
Survey finds majority of Americans believe traditional financial institutions are failing consumers and small businesses while nearly 70% look to FinTech Solutions
10/16/2016
Lawyers discussed banding together against plaintiffs’ lawyers
10/16/2016
Bank of America, the second cheapest large-cap bank stock in the market today
10/14/2016
Sudden wealth can create an interesting power dynamic
10/14/2016
These firms were also the only ones to experience negative annual AUM growth, and they trailed technology-enabled firms in terms of attracting new clients.
10/14/2016
Despite increased awareness and data availability on third-party platforms such as Morningstar Direct, issues still remain.