06/22/2016
The majority of asset managers responding to a proprietary Cerulli survey indicate the importance of having a consultant relations function has increased significantly over the past five years.
06/21/2016
And what I will do with my wealth – am I giving it to someone or a charity?
06/21/2016
Many individuals in these circumstances wish to strike a balance between taking an active and engaged role and honoring and preserving the assets their parents have accumulated.
06/20/2016
Financial advice: man and robot can co-exist
Kilian says that currently robo-advisers ask you questions about, for example, your ability to tolerate investment risk, what you need from your investment and for how long you want to invest.
06/17/2016
Top 10 Drivers Impacting Global Wealth And Asset Management
Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.
06/17/2016
Why Human Advisors Are Still Important, Says Schwab's Hathi, Others
The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.
06/17/2016
When evaluating risk and performance, factor risk modelling offers our clients a more insightful view of how market forces may influence their portfolio, and as a result, the ability to better and more quickly manage their investments as necessary.”
06/17/2016
Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.
06/17/2016
Pope Francis has little good to say about capitalism but has championed impact investments
06/17/2016
Being civic minded is something she tries to embrace in her current role at Key, she added.
06/15/2016
In recent years, Citi's private banking clients helped fund the construction of the tallest skyscrapers in Manhattan and Boston.
06/15/2016
Combining human and digital advice can strengthen the fiduciary foundation of the client recommendations.
06/15/2016
According to the report, the wealth management sector globally, at best, is in the very early stages of the first ecommerce-focused wave.
06/14/2016
The creation of the AIIB also gives China greater influence in regard to the International Monetary Fund
06/13/2016
While nearly seven in 10 registered investment advisors say their wealthy clients have an appetite for private equity investments, only 27 percent have raised the subject with their clients.
06/13/2016
"Structural restrictions and limited adoption of in-plan income products prevent defined contribution plans from being a suitable vehicle for income," states Bing Waldert, managing director, U.S. research at Cerulli.
06/10/2016
As technology allows anyone to work from anywhere, being in a corporate office matters less than ever.
06/10/2016
The question of whether the relationship is about the data or the people rages on.
06/10/2016
Boost to wealth driven by increase in residential real-estate values around the U.S.
06/10/2016
The tech giant is trying to permit app developers to produce more revenue in order to create value for the platform.