10/27/2015
Money Managers See Risk in Stock Rally
Instead of celebrating, many are fretting and holding more cash
Comment, Analysis & Research
10/27/2015
US bond flash crash a year on: What have we learned ?
Twelve months have passed since the nerve-shredding "flash crash" in US Treasurys and the financial industry is pushing though initiatives aimed at improving stability and liquidity in global fixed income markets.
10/27/2015
Hedge Fund Personality of the Year: Maggie Rokkum-Testi
The usefulness of hedge funds in a diversified portfolio has changed over time
10/27/2015
Financial Advisors Taking Care of Business
Financial advisors need to take it up a notch if they want to satisfy millionaire business owners.
10/27/2015
Help or Hype—Advisor Perceptions of Alternative Investments - Pershing
Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.
10/26/2015
Insight Investment Expands Global Fixed Income Team
The global fixed income team at Insight now includes 97 investment professionals and the team manages $208 billion.
10/26/2015
The Private Equity Industry Is Cultivating The Ultra-Wealthy
The fact that the exceptionally affluent are steadily using private investments in their portfolios has been recognized by the financial services industry.
10/26/2015
Investors redeem from hedge funds in Sept - AUM down to $3.045 trillion, Asia funds a bright spot
Investors in September removed $8.1 billion from hedge funds, according to the just-released September 2015 eVestment Hedge Fund Asset Flows Report. Combined with performance decreases of $10.1 billion in the month, the hedge fund industry stood at $3.045
10/26/2015
Changing Course: The Wealth Management Industry Confronts Its Challenges
No longer are clients looking for insights on stocks and bonds; that they can get on any number of websites
10/23/2015
Wealth and Asset Management Feeling Competitive Pressure, Says Study by Forbes Insights, EY and SEI
A full 83% of respondents agree or strongly agree that they are facing significant competitive pressure, indicating that the industry is experiencing considerable stress.
10/23/2015
Outsmarting Harvard — how to handle market volatility
Blyth is overhauling the fund’s entire approach to assessing risk and return.
10/23/2015
Family offices: the next stage
Pritzker Group calls itself a “world-class investment firm”.
10/22/2015
Wealth and Asset Management Feeling Competitive Pressure, Says Study by Forbes Insights, EY and SEI
This report depicts an industry trying hard to anticipate change and stay ahead of the curve
10/21/2015
How the One Percent Get a One Percent Interest Rate
The favorable terms highlight the increasing competition in the market for art lending
10/21/2015
SMES need Banks to stop it up
Overall, it appears these businesses feel their banks are a bit behind the times when it comes to banking services.
10/21/2015
Banks have now resorted to hiring ex-soldiers to keep their staff in line
Recruiting from the armed forces is part of a dramatic revamp of the compliance department at the bank
10/20/2015
Global Assets Under Management to Swell To $102 Trillion in 2020: PwC
In 2020, investors' expectations will include a robust and efficient tax infrastructure.
10/19/2015
Worldwide real estate asset growth spectacular again
20% hike mimics pre-crisis days, but institutional increase more staid
10/19/2015
European Banks Lose Ground To American Competitors
Lending institutions on both sides of the Atlantic have been damaged by regulatory fines totaling hundreds of billions, and yet American banks have seemingly brushed them off.
10/16/2015
Banks Rank TRID Implementation, Cybersecurity as Top Concerns
Wolters Kluwer Financial Services’ Regulatory & Risk Management Indicator Reveals Seven Percent Jump in Overall Concern