03/11/2015
The Biggest Scam of Them All?
Given the available data, it is both shocking and irresponsible that trillions of dollars of retirement plan assets are entrusted to those who use this process to make fund-selection decisions.
Comment, Analysis & Research
03/11/2015
Record High: Ten Million Millionaires in America
The number of wealthy American households are at their highest point ever
03/10/2015
More And More Americans Look To Protect Their Wealth Offshore
America, the land of the free, as it was rightfully referred to in the past, and certainly a beautiful place in so many ways, is in the process of destroying the very foundation it was built on.
03/09/2015
Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology
They also don’t agree that technology is the way to reach future investors.
03/09/2015
Why a $100B Fund Is Too Big to Fail
Global regulators have taken a major step forward in designating the world’s biggest asset managers and investment funds as “systemically important financial institutions”.
03/09/2015
Where the Wealthy Invest Their Funds
Alternatives are making headway in the portfolios of wealthy investors
03/09/2015
U.S. Vacation Homes Expected to Remain Attractive for Canadian Buyers: BMO
Overall, U.S. house prices have increased 19 per cent in the past two year
03/06/2015
Hedge Funds Compensation Hits $347,000 A Year As EBIT Hits 24%
The average annual compensation for hedge fund workers is more than $300,000 and expected to keep rising as funds fight for the most talented managers
03/06/2015
Financial Services Industry Falls Short in Serving Women Investors - Pershing
Advisors must understand that women invest with a purpose in mind in order to effectively serve them
03/06/2015
Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity
The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors
03/06/2015
Sales strategies: Three reasons digital marketing doesn't work
This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”
03/06/2015
Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors
The report focuses on the three constituencies of investors, providers, and asset managers.
03/05/2015
Efficiency is no longer a strategy, it is a necessity for banks
At least 67% of bank IT budgets are still being spent on maintenance and compliance rather than transformative projects that can create value
03/05/2015
Little Growth for Women in Senior Business Roles - Grant Thornton
International Women’s Day is this Sunday and an annual Grant Thornton survey released today finds weak growth for women in corporate leadership, as only 22% of senior business roles are held by women, down from 24% last year.
03/04/2015
Funded Status of U.S. Corporate Pensions Rises Five Percent in February, According to BNY Mellon ISSG
Plan liabilities are calculated using the yields of long-term investment grade bonds
03/04/2015
More new millionaires in Dallas than most of the U.S.
Dallas is a place the world associates with wealth, among other things, and a new report shows there's more of it than ever.
03/04/2015
Forbes' Tamny: 'Robots Will Be Biggest Job Creators in History'
The capabilities of robots are increasing rapidly, leading some analysts to worry that they will take away human jobs
03/04/2015
Wealth-X Reveals: The World’s Top 10 Wealthiest People Under 40
The list is dominated by other male technopreneurs, with four of the men deriving their fortunes from their early involvement in Facebook.
03/04/2015
Quantitative Easing Not Working, BlackRock’s Fisher Says
BlackRock’s Peter Fisher says that central-bank bond-buying programs aren’t working.
03/03/2015
Asian-Americans will soon be wealthiest Americans
The growing national concern about economic inequality raises many questions