03/22/2015
The past five decades – spanning from the time when the Silent generation (today, mostly in their 70s and 80s) was entering adulthood to the adulthood of today’s Millennials – have seen large shifts in U.S. society and culture.
03/20/2015
Northern Trust Hedge Fund Services survey shows hedge fund managers and institutional investors grappling with longstanding and emerging industry issues
03/20/2015
Many high-net-worth investors use direct accounts to test their own investment ideas, provide liquidity, and even to shelter assets from their primary advisors
03/19/2015
Greater Awareness, Further Education Are Powerful Drivers To Increasing ETF Adoption Among Investors and Advisors
03/19/2015
Whatever “wealth management services’’ might mean to a wealthy investor, most of them believe they know what they are but less than half of them actually receive those services.
03/19/2015
With less exposure to wealth management services, ethnic investors are a good target for advisors who provide such services.
03/18/2015
New research from global analytics firm Cerulli Associates finds that managed account programs are largely resistant to fee compression.
03/18/2015
Bankers are more likely to cheat for financial gain than, say, pharmacists or web designers, recent research suggests.
03/17/2015
Most of Melissa’s 25 years of experience has been in a variety of risk management roles, though she has also traded derivatives and worked in operations, and has continuously worked on projects which integrate risk management with information techno
03/17/2015
A new global survey commissioned by State Street of 400 senior executives at investment organizations reveals that while 81 percent view data and analytics as one of their top strategic priorities, only 37 percent have advanced data infrastructure, exper
03/17/2015
Four out of five banks believe they will have to replace their core banking system in the next three to five years
03/17/2015
The move out of U.S. equities is also set to continue.
03/16/2015
The study reviews the insurer responses to this growing segment, along with the longer term implications.
03/16/2015
The research, based on a survey of more than 900 advisors across the United States and Canada, further revealed that 62% of firms saw double-digit AUM growth in 2013, with a similar proportion estimating the same level of increase in 2014.
03/13/2015
Since suitability came on to the regulator’s radar in 2011, many predicted it would spell the death of the traditional stockbroking model.
03/13/2015
It is fashionable in many circles these days to criticize the wealthy.
03/12/2015
The World Health Organization predicts that a girl who was born in 2012 can expect to live to be around 73 years old
03/12/2015
The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.
03/12/2015
"Wirehouse advisors make up just 16% of overall headcount, but control more than 42% of all traditionally advised assets," states Kenton Shirk, associate director at Cerulli.
03/12/2015
The highest percentage of Ultra High Net Worth investors (44 percent) said they had no interest in investing outside of the United States.