07/16/2014
Hispanic Share Of Wealth To Possibly Triple By 2025, Study Says
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.
Comment, Analysis & Research
07/15/2014
Global Wealth 2014: Riding a Wave of Growth
The global wealth-management industry delivered a few surprises in 2013. Excellent growth did not always translate into higher profits.
07/15/2014
Hedge Fund AUM Hits Another Record In H1 2014
The total size of the industry now stands at US$2.12 trillion.
07/15/2014
Investors Positioning Aggressively for Recovery in H2 - BofA Merrill Lynch
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
How much do U.S. brokers make? Their business cards provide clues
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
Surprisingly, Millionaires Don't Always Enjoy Investing
Sixty percent of millionaire investors say they are fairly knowledgeable about investing but still have a lot to learn
07/14/2014
Competition forcing funds to scrabble for new territory
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
SS&C GlobeOp Hedge Fund Performance Index
June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%
07/08/2014
Centralized Asset Management Product Teams Boost Efficiency
New research from global analytics firm Cerulli Associates finds that centralizing retail and institutional product teams can boost impact and efficiency.
07/08/2014
Assets Top $42 Trillion at America's Largest Money Managers, Institutional Investor Survey Finds
Roughly 10 Percent of That Total Is Managed by BlackRock; Vanguard Picks Up Another $444 billion
07/08/2014
Private Equity and Alternative Shops Move Down Market to Support Retail Clients
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
Most Investors Simply “Follow Their Gut” When Making Decisions - RESEARCH
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
US Corporate War Chest by justin urquhart stewart
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
People Ready to Give Up Alcohol, Chocolate, But Not Their Phones
Many of the participants considered their devices to be more important than coffee and television
07/07/2014
Fund managers eye bumper inflows over next 5-yr
When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent
07/07/2014
Here’s Why Everyone’s Wrong About Big Banks
GOBankingRates investigated why more Americans like big banks now
07/04/2014
Cybersecurity Is Advisors’ Hottest Compliance Topic: IAA Survey
‘Many advisors still have work to do to develop their cybersecurity programs,’ says IAA’s Grossman
07/04/2014
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
However, only 30% of respondents reported being asked for referrals by their wealth managers at least once a quarter.
07/04/2014
Wealthy People: Hate the Politics but Love the Economy
A sign that things have improved is that 45% of high-net-worth investors say they are willing to take a significant risk
07/03/2014
Dovish Fed risks liquidity bubble by Keith Wade, Chief Economist at Schroders
With US non-farm payroll figures released today, Keith Wade, Chief Economist at Schroders, comments on how faster falls in the unemployment rate could risk a future liquidity bubble, making the case for normalisation of rates.