04/16/2015
Millennials Emerge as the "Super-Saver" Generation
The TD Bank Saving and Spending Survey questioned more than 1,600 U.S. consumers about their saving and spending habits.
Comment, Analysis & Research
04/15/2015
Advisors Should Monitor Millennial Inheritance
High-net-worth millennials and those with the potential to become wealthy present opportunity for financial advisors looking to grow their client base.
04/15/2015
Wealth-X Reveals: The Wealthiest Women In Tech
The youngest female tech executive on the list is 39
04/15/2015
SS&C GlobeOp Hedge Fund Performance Index: March performance 1.30%; Capital Movement Index: April net flows decline 1.14%
The negative CMI for April reflects the typical seasonal pattern.
04/14/2015
Monetary Policy Divergence Driving Global Market Volatility, says Manulife Asset Management Report
Monetary policy divergence is driving volatility in local asset values in markets around the world and investors should prepare for this volatility to continue, according to a report just released by Manulife Asset Management.
04/14/2015
Generation X Far More Ready To Take On Responsibility For Retirement Than Boomers
Younger investors worry more that they will have enough to live on for the rest of their lives.
04/14/2015
Wealth Adviser: When Client Couples Keep Separate Accounts
But advisers need to help clients examine all the implications
04/14/2015
Concerns of Overvaluation in Both Equity and Bond Markets - RESEARCH
Bonds Seen as Most Overvalued in Survey’s History
04/14/2015
Orchard Introduces New Investment Manager Database
The Orchard Manager Database provides institutional investors the ability to research a wide spectrum of marketplace lending investment managers.
04/14/2015
Consumers trust their bank most to provide a mobile wallet
Social media companies like Facebook and Twitter are most trusted by 4% of consumers
04/13/2015
The Risks and Costs of an Ineffective Middle-Office
When assessing the various risks that might affect investment firms, fund managers and investors often overlook an element that can lead to failure if neglected: an ineffective middle-office.
04/13/2015
‘Dull work, flat pay and lousy colleagues’
Global survey finds deep frustrations at heart of financial services
04/10/2015
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015
The survey, which included the views of about 5,300 investors, finds that 71% of investors want to talk about their wealth transfer plans
04/10/2015
Not Even Hedge Fund Managers Think About Alpha at the Altar
Managers' alpha drops around a marriage or divorce
04/09/2015
Investors Still Clueless on Fees
About 30 percent said their firm had no such charges, although most do.
04/09/2015
Managing Risk in Family Businesses
While advisors fiddle with asset allocations, families may face disaster
04/09/2015
Trend Micro, OAS survey reveals growing concern of cyber threats against critical infrastructure
A joint report and survey by Trend Micro Incorporated and the Organization of American States, has been released today focusing on the trends of attack against critical infrastructures. The report on “Cybersecurity and Critical Infrastructure Protec
04/09/2015
CFOs dissatisfied with their organization’s approach to budgeting
Finance executives must innovate and shift to forward-looking planning and forecasting, according to report from Grant Thornton and APQC
04/09/2015
Aging Investors Unprepared to Transfer Wealth to Younger Generation, Advisors Need to Drive Process
Investment firms are not asking the right questions of their clients and may be at risk of losing assets if they fail to establish relationships now with the next generation
04/08/2015
Retirement Preparedness? We're Good, Say Non-Millionaires
Two-thirds of non-Millionaires feel confident about their retirement savings, compared with 84 percent of Millionaires and 92 percent of Ultra High Net Worth households.