07/14/2017
SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index
SS&C GlobeOp Hedge Fund Performance Index: June performance 0.04%; Capital Movement Index: July net flows decline 1.80%
Comment, Analysis & Research
07/13/2017
Who has the edge in digital startups vs. traditional wealth management?
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/12/2017
The Forgotten Generation X
Generation X marks the spot for wealth managers’ next big fee pool.
07/12/2017
Survey: Many Firms Won't Invest in Prime Money Funds Because of SEC Ruling
The 2017 AFP Liquidity Survey, Underwritten by State Street Global Advisors, finds safety of principal vital to finance pros
07/12/2017
The best and worst banks to work for in London, NY and Asia?
Nonetheless, the figures are influenced by contemporary ratings and there’s some consistency between cities
07/12/2017
Are traditional wealth management models 'dead'?
Robos are just one way of addressing what Thompson sees as three central questions for the future of wealth management
07/12/2017
Credit Suisse Releases Mid-Year Hedge Fund Investor Sentiment Survey
Hedge funds saw the largest positive swing in net demand for any asset class surveyed this year
07/11/2017
What Small RIAs Do to Grow Assets
The RIA, which managed $69 million by the end of last year, went aggressively for referrals and managed to quadruple its clients’ average assets as well, according to Financial Advisor magazine.
07/10/2017
The ETF-isation of the S&P 500 sparks lively debate
Vanguard owns 6.8% of the US index but not entirely in its ETFs, writes Peter Smith
07/07/2017
The four most common reasons the wealthy invest in life insurance
Collecting life insurance early is no easy task.
07/07/2017
Technology Works Best When Combined With Human Intelligence
Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.
07/05/2017
Wall Street Banks Face Another False Chinese Dawn
Its 51 percent holding in a venture with Qianhai Financial Holdings Co. will be envied by rivals.
07/05/2017
Millionaire Investor Confidence Index Rebounds from Historic Decline in May
Politics Continue to Plague Investor Attitudes
07/03/2017
Top 1000 World Banks 2017
The Banker’s Top 1000 ranking shows that fast growth in major emerging markets is still a huge economic driver
07/02/2017
US bank CEOs earn up to three times more than rivals
Bumper payouts unchanged since 2008 financial crash, says Bernstein report
06/30/2017
Traders Who Left Banks for Hedge Funds Now Heading Back to Banks
There’s also another factor: many macro funds just don’t make money anymore.
06/30/2017
Canada's largest bank is exploring disruptive technology
Bank CEO says innovation is key to future success
06/29/2017
How To Upgrade The Single-Family Office
When single-family offices are performing subpar overall or with respect to particular deliverables there are usually a combination of reasons acting in concert.
06/29/2017
‘Like believing a bad boyfriend’: Argentina’s long road back to wealth
Within his first 18 months Macri has managed to resolve the country’s 15-year debt standoff
06/27/2017
AI to drive GDP gains of $15.7 trillion - PwC
"The big challenge is how to secure the right talent, technology and access to data to make the most of this opportunity."