05/15/2014
Global hedge fund assets hit record high in April
A total of $17.9 billion of new money was invested
Comment, Analysis & Research
05/15/2014
Organizational Changes Driven by Supporting Distribution and Expansion of Digital Marketing
"Distribution relies on marketing for effective materials, sales ideas, and educational concepts in an easy, usable format," states Pamela DeBolt, associate director at Cerulli. "Firms attribute the need for improved efficiencies to driving
05/14/2014
More than 50% of Asset Managers Plan to Focus on Fostering Consultant Relationships
Investment consultants are highly influential in the institutional market
05/14/2014
Global survey finds two in five businesses open to outsourcing
New research from the Grant Thornton International Business Report reveals that two in five business leaders globally either currently use outsource back office processes.
05/13/2014
World's Leading Retail Banks Outperform Peers in Both Customer Focus and Operational Efficiency, BCG Reports
The top performers among the world's leading retail banks are improving operational effectiveness while also becoming more customer-focused than their competitors
05/13/2014
Wealthy property investors set to target less obvious city locations, report suggests
Melbourne, Tel Aviv and Chicago could outperform other prime property markets in top world cities in the next few years as global investors seek alternative locations, it is claimed.
05/13/2014
Investors add to hedge fund holdings in May: SS&C
The gross return of the SS&C GlobeOp Hedge Fund Performance Index for April 2014 measured -0.59%.
05/13/2014
The outlook for markets is positive despite ongoing risks, Dirk Wiedmann, Head of Investments, Rothschild Wealth Management
Our core views about the investment outlook remain unchanged. We believe the global economy is likely to grow steadily throughout 2014.
05/13/2014
Investors Doubting Strength of Recovery as Cash Levels Rise Again - BofA Merrill Lynch
Global investors have increased cash and scaled back risk-taking, amid fears of geopolitical instability and questions about the strength of the global economic recovery
05/08/2014
Aite Group predicts that the dawn of the FX TCA industry has just arrived
Aite Group conducted a survey with a representative sample of buy-side FX TCA customers around the globe regarding their views on the quality of FX TCA tools available as well as their outlook on the current state of the FX TCA industry.
05/08/2014
New Mood of Austerity Takes Hold Among Affluents, a New Unity Marketing Survey Finds
Those companies that market to the affluent consumer segment are going to have to be on the top of their sales game on this year, as a new attitude of austerity takes hold.
05/08/2014
Standard Life predicts an expansion of M&A activity in 2015
There will be further expansion of mergers and acquisition (M&A) activity into 2015, according to Standard Life, the global investments manager.
05/08/2014
Wealth Managers Capture Larger Share of Client Wealth Over a 20 Year Time Frame
According to a study released by SEI, NPG Wealth Management, and Scorpio Partnership, the world’s millionaires increase assets held at a wealth manager by 18% over a 20 year relationship.
05/08/2014
Grasp of Complete Financial Picture Critical to Wealth Managers Retaining High-Net-Worth Clients
The world's up-and-coming wealthy, customer focus is the number one factor in their ongoing relationship with their wealth manager, and, generally, wealth managers are meeting clients' fundamental expectations.
05/07/2014
Raise Taxes to Fix the Wealth Gap, Millionaires Say
In the heated debate over inequality, the wealthy are usually portrayed as the cause rather than the solution.
05/06/2014
IRA Rollover Contributions Reach $321 Billion, 7.3% Increase
Individual retirement account (IRA) rollover contributions in the U.S. increased 7.3% and surpassed the $300 billion mark with $321.3 billion in assets, according to global analytics firm Cerulli Associates.
05/06/2014
Want Your Wealth to Last for Generations?
Check Your Spending and Consider Talking to the Kids about Family Money, Merrill Lynch Study Finds
05/05/2014
New Cerulli Research Finds 53% of Advisors Clients are between 50 and 70 Years Old
New research from global analytics firm Cerulli Associates finds that 53% of advisors' clients are between 50 and 70 years old.
05/02/2014
The rising strategic risks of cyberattacks by Tucker Bailey, Andrea Del Miglio, and Wolf Richter
Research by McKinsey and the World Economic Forum points to a widening range of technology vulnerabilities and potentially huge losses in value tied to innovation.
05/02/2014
Advisory Firms Need to Rethink Their Multigenerational Planning Offering to Adequately Prepare Clients for the Looming Wealth Transfer - Pershing
According to a study released from Pershing most advisors are not actively taking steps to prepare for the $30 trillion that investors will transfer to heirs over the next 30 years.