07/23/2014
Multimillionaires Favor Boutique Money Managers for Client Experience
LBSI scores comprise respondents' evaluations of each firm's product quality, exclusivity, social status and ability to deliver special client experiences.
07/22/2014
"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.
07/21/2014
Investors worldwide are caught between a desire to achieve greater investment returns and an aversion to taking risk.
07/17/2014
Global Assets Under Management Hit a Record $68.7 Trillion and Profits Surge to $93 Billion, Yet There Is Little Room for Complacency, Annual BCG Study Finds
07/17/2014
BMO Private Bank today released the results of a study on high-net worth Missourians and hobby investing.
07/16/2014
According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.
07/16/2014
Hispanic wealth in the United States is expected to triple by 2025 – provided we are not hit by another mega recession and trends continue more or less as they are today.
07/15/2014
The global wealth-management industry delivered a few surprises in 2013. Excellent growth did not always translate into higher profits.
07/15/2014
The total size of the industry now stands at US$2.12 trillion.
07/15/2014
A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.
07/15/2014
Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.
07/14/2014
Sixty percent of millionaire investors say they are fairly knowledgeable about investing but still have a lot to learn
07/14/2014
Intense competition among global fund managers is forcing them to invest in a broader range of instruments, products and geographical areas to squeeze out extra performance, a survey on Monday showed.
07/14/2014
June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%
07/08/2014
New research from global analytics firm Cerulli Associates finds that centralizing retail and institutional product teams can boost impact and efficiency.
07/08/2014
Roughly 10 Percent of That Total Is Managed by BlackRock; Vanguard Picks Up Another $444 billion
07/08/2014
New research from global analytics firm Cerulli Associates finds that private equity and alternative firms are moving down market to support the retail marketplace
07/08/2014
Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem
07/07/2014
One of the features of the US recovery from the financial crisis has been the growth in the cash piles amongst many of the corporates.
07/07/2014
Many of the participants considered their devices to be more important than coffee and television