02/20/2014
Growing fears of a hard landing for China’s economy have further marginalized emerging market equities. But investors have sent a clear signal that sentiment toward developed world equities remains strong
02/20/2014
The financial advisory industry is in the midst of a generational change as a large chunk of advisors are set to retire.
02/20/2014
Top producers remain on Wall Street for three reasons, although there are indications this could change over the next few years.
02/20/2014
"The lack of widespread use of in-plan retirement income solutions means assets accumulating in a defined contribution (DC) plan will eventually shift to an IRA," states Bing Waldert, director at Cerulli.
02/18/2014
More than 50 percent of fund managers, prospective clients and consultants attending a recent Northern Trust seminar on the European Union's Alternative Investment Fund Manager Directive
02/18/2014
High levels of stress hormones can lead to decreased risk taking
02/17/2014
"The allocation to ETFs among RIAs grew 48% from 2011 to 2012," comments Kenton Shirk, associate director at Cerulli. "The RIA channel is an extremely attractive opportunity for asset managers."
02/17/2014
Following an article published by CBS News, Hobart Financial Group, a leading wealth management firm, reviews the new “myRA” plan and how it could impact American retirees.
02/17/2014
Active strategies, diversification work and are necessary
02/14/2014
More than 60 Percent of Investors See Advanced Beta as Viable Alternative for Active Management
02/14/2014
Withers produces the beginner's guide to US charity rules
Withers' partner Kristin Konschnik and associate Jaime McLemore have authored a guide for charities targeting the valuable US fund-raising market.
02/14/2014
Where you live could affect whether or not you spend compulsively, according to new research from San Francisco State University published today in the Journal of Consumer Culture.
02/14/2014
The nuclear and banking industries share a common feature.
02/14/2014
More than 50% of asset managers report moving away from organizing their salesforce by channel
02/13/2014
Analysts say drive for profitability could put advisers in an uncomfortable situation
02/13/2014
Krawcheck Says Women on Wall Street Have ‘Gone Backwards'
The former Bank of America Corp. and Citigroup Inc. executive, said women haven’t climbed Wall Street’s corporate ranks after the 2008 credit crunch because men tend to hire people like themselves when facing a crisis.
02/12/2014
Caught in the bankruptcy of parent company Lehman Brothers, the 75-year-old asset management firm has returned to its partnership roots.
02/10/2014
New research from global analytics firm Cerulli Associates finds that on average, nearly half of an financial advisor's book of business is comprised of retail individual retirement accounts (IRAs, SEP).
02/10/2014
Fed and ECB policies aim to reassure financial market participants rather than keeping them guessing. In the “good old days”, before quantitative easing, forward guidance and zero real interest rates, investors, asset managers, traders and ban
02/10/2014
Are we entering the third phase of the Great Financial Crisis?
Ambrose Evans-Pritchard answers your questions about the global economy amid tightening in the US and China, ECB inaction and emerging markets turmoil