02/25/2014
The report, titled "Long-Run Investment Ambitions and Short-Run Investment Processes," finds long-term asset management challenges and increasing risk management in real estate investments.
02/24/2014
Global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion, says a PwC report released today. This represents a compound annual growth rate (CAGR) of nearly 6%.
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.
02/17/2014
"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.