03/16/2016
Foreign Buyers of U.S. Assets Show No Signs of Slowing Down
Foreign real estate investors went on a buying binge last year, acquiring a record $91.1 billion in properties in the U.S. more than double the amount spent in 2014
Comment, Analysis & Research
03/16/2016
DOL Conflict of Interest Rule Will Lead To Product and Platform Innovation in the U.S.
The first quarter 2016 issue of The Cerulli Edge - Retirement Edition explores how asset managers, B/Ds, and plan sponsors confront a retirement industry that is evolving.
03/15/2016
Lenders Are Getting Choosier When It Comes to Risky Real Estate Deals
Real estate investors are bracing for repercussions as loan costs start climbing
03/15/2016
Key Concerns Of Trust And Estate Lawyers
Many trusts and estates lawyers see their world in transition with the final evolutionary form uncertain.
03/15/2016
Single-Family Offices Increasingly Find Private Equity Investments Appealing
The single-family offices in the study are heavily committed to the asset class, with 92 percent of respondents investing upwards of 10 percent of their overall portfolio in private equity.
03/14/2016
BNY Mellon Is Leading Provider of Trust Services for Straight Debt in 2015
Leads Market Segment for Second Year in Row
03/14/2016
US REITs follow message on lack of growth: expert
The conditions for a commercial property bubble did not exist this time, he said.
03/14/2016
Who Are The Richest Tech Leaders, and What Are They Doing With Their Money?
The names may not surprise you but what they are doing with their wealth might.
03/14/2016
Dalio, Bridgewater, and Asset Management’s Succession Quandary
Starting and establishing an asset management firm is a celestial achievement these days, with regulatory requirements at a fever pitch and capital-raising a gamble that the Forty-Niners might have shrunk from.
03/11/2016
Family offices: cultivating lasting legacies
First, they can invest it in the families’ operating businesses, with a bit of private equity thrown in; or second, add it to a pool of broadly based liquid marketable securities.
03/10/2016
Platform Consolidation Stimulating Increase In Goals-Based Planning
The first quarter 2016 issue of The Cerulli Edge - Managed Accounts Edition is dedicated to advice, goals-based planning, and the transition to fee-based accounts.
03/10/2016
Funded Status of U.S. Corporate Pensions Falls Again in February, to 78.7 Percent
Overall, corporate pension assets are down 1.8 percent year-to-date, and down 6.2 percent over the last 12 months.
03/10/2016
Thomson Reuters Announces Enhanced Content and Workflow for Analysts and Portfolio Managers in its Flagship Platform Eikon
New enhancements offer powerful analytical tools and workflow capabilities to professionals across all segments of the buy-side on an open, customizable platform
03/09/2016
3 Tips For Teaching Kids About Family Wealth
Know thyself, know thy partner.
03/08/2016
Wall Street Bonuses Plummeted in 2015
It was a tough year for bankers.
03/08/2016
Broker Misconduct Study Highlights Importance of FINRA BrokerCheck Due Diligence
Yet a newly released study entitled “The Market For Financial Adviser Misconduct” finds that market forces and the industry’s self-regulatory mechanisms are failing to cleanse the bad apples.
03/08/2016
8 out of 10 workers unrealistic about the savings they need for retirement
More than 600 new and potential clients in the UK, the U.S., Australia, South Africa, Hong Kong and the United Arab Emirates participated.
03/07/2016
The most dangerous word in investment by Tim Price
“China’s surplus capacity in steelmaking, for example, is bigger than the entire steel production of Japan, America and Germany combined.” - The Economist magazine, February 27th, 2016.
03/07/2016
Segmentation Critical to Fully Understand Clients Across Channels
Segmentation is an important initiative in which firms continue to add resources.
03/07/2016
Hedge funds score tiny gains in February: HFR data
It was down 2 percent for the year.