06/09/2016
Franklin CEO: asset management industry will consolidate
The explosive growth of cheaper, passive funds will force asset management industry to consolidate
Comment, Analysis & Research
06/09/2016
75% of Investors Plan to Increase their Real Assets Allocation
"In the face of volatile equity markets and inadequate bond yields, we're seeing investor interest in real assets spike," said Bernie McNamara, Head of Global Real Assets Client Strategy and Omni Solutions, J.P. Morgan Asset Management.
06/09/2016
Hightower's Pamela Rosenau named to Barron's top 100 Women Advisors
Ms. Rosenau appeared in Barron’s “Top 1200 Advisors by State” compilation earlier this year.
06/09/2016
Lisbon and Warsaw take on New York and London
Banks shift thousands of workers out of the world’s main financial centres
06/09/2016
THE ROBO-ADVISING REPORT: Market forecasts, key growth drivers, and how automated asset management will change the advisory industry
BI Intelligence forecasts that robo-advisors will manage around 10% of total global assets under management (AUM) by 2020.
06/09/2016
N.A. Family Offices: Enhanced Returns In Muted Environment
As a result of this momentous growth, we have seen a rise in the creation of both single and multi-family offices in North America
06/08/2016
Morgan Stanley Sees Babies and Billionaires as the Key to Emerging Markets
In a ranking based on his 10 rules, China sits at the bottom among major emerging nations.
06/08/2016
Nine reasons you can’t get a job on Wall Street
“No, really, think about your skills and your abilities,” Wexler said.
06/08/2016
Are Machines Catching Up with Human Advisors?
By some estimates such a top-down review can improve client returns by as much as 0.5% a year.
06/08/2016
Affluent Millennials Seek Investment Advice and Insight into Alternatives
AMG Funds study finds opportunity to engage with and educate Millennial investors
06/07/2016
HighTower Welcomes LRG Wealth Advisors in New York
The practice serves individuals, closely-held businesses and not-for-profit institutions.
06/07/2016
Institutional investors are boosting alternatives allocations in hunt for outperformance, finds new report from BNY Mellon
Institutional investors are seeking to allocate more of their capital to alternative strategies in a quest for strong returns in the low-interest-rate environment, according to a new study from BNY Mellon.
06/07/2016
Growth in pay continues for financial executives, but war for talent may be on horizon
Survey from Grant Thornton and Financial Executives Research Foundation cautions industry that it will take more than pay to keep execs engaged
06/06/2016
Why portfolio theory is wrong by Tim Price
Capitalism is a matter of risks and rewards
06/06/2016
Why Activist Investors Won't Touch the Big Buyout Shops
KKR has a similar structure, noting in its annual report that its equity investors - also known as common unitholders -- do not elect the firm's board
06/05/2016
10 Richest Self-Made Women In America
Johnelle Hunt ($2.3 billion) co-founded J.B. Hunt Transport Services with her husband Johnnie Bryan Hunt in 1961.
06/03/2016
Rise Of The Innovation Empire
Silicon Valley still remains the hub of the world’s most dominant innovation “empire” a location of a thriving innovation ecosystem where innovation centers cluster.
06/03/2016
Radical Changes Are on the Way for Investment Banks
Forces old and new are reshaping the industry, and Wall Street will never be the same again
06/03/2016
The Future Of Wealth Management
A great transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms.
06/03/2016
Thirteen True Differentiators for Financial Advisors
Cynical might be an understatement.