04/30/2015
No champagne for new Nasdaq record but advisers take heed of history
Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago
04/30/2015
Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe
04/30/2015
Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds
04/30/2015
RBC Capital Markets, in its report “Pension risk transfer: Despite lower rates, still a huge opportunity,” identified 210 companies with $853 billion in projected benefit obligations that could be good candidates for pension risk transfer.
04/29/2015
Our priority is to direct a portion of investments to benefit entrepreneurs and small businesses
04/29/2015
In conjunction with the start of the US art season, Wealth-X today released a list of Hollywood’s top 10 art collectors, which features Tinseltown titans such as Star Wars director George Lucas and blockbuster actors Brad Pitt and Leonardo DiCaprio.
04/29/2015
The Nasdaq has finally closed above its historical March 2000 high, becoming the last major US equity index to break through into record territory.
04/29/2015
State Street Global Advisors released global research today that highlights significant contradictions in investor behavior
04/29/2015
Majority of consumers would not switch banks if their local branch closed; Millennials switch banks twice as often as other consumers
04/28/2015
These effects are stronger for funds that have more conservative investor clienteles
04/28/2015
There are a number of different types of operational structures the ultra-wealthy are adopting when they establish their single-family offices.
04/28/2015
The second quarter of 2015 will see assets invested in the global ETF/ETP industry beat the global hedge fund industry
04/27/2015
As global bond yields dry up, U.S. Treasurys become most viable alternative
04/27/2015
Three months ago, bond traders were bracing for deflation in the U.S.
04/24/2015
Charles Schwab Corp's automated investment product has attracted $1.5 billion of assets in over 23,000 accounts in its first six weeks
04/24/2015
A cyber attack could cost a business its backing with more than three quarters of institutional investors saying they would be discouraged from financing a company that had been hacked
04/24/2015
According to new research from global analytics firm Cerulli Associates, broker/dealers, custodians, and asset managers need to adapt as advisor teaming grows.
04/24/2015
Published on the 15th business day of the month, the SS&C GlobeOp Forward Redemption Indicator presents a timely and accurate view of the redemption pipeline for investors in hedge funds on the SS&C GlobeOp administration platform.
04/23/2015
For many American funds, the appeal of Europe may be that it is less crowded than the U.S.
04/23/2015
Thoughts on the current Global regulatory agenda and the attractiveness of the Jersey Funds platform delivered at the pre conference Dinner - AIMA Global Regulatory Conference - New York