09/14/2016
Love, Money & Millennials
Millennials are also twice as likely to keep a financial secret.
Comment, Analysis & Research
09/14/2016
World Quality Report 2016 shows business operations at risk with 68 percent of organizations ill-equipped to deal with IoT workloads
Digital transformation continues to drive IT strategy, putting increasing pressure on quality assurance and testing to deliver customer value and competitiveness
09/12/2016
Fear and greed haunt world of venture capital funds
Fear and greed are stalking the insular world of VCs.
09/12/2016
PE Panorama: Family-office portfolios benefiting from PE returns
family-office portfolios benefiting from PE returns against a background of severely depressed performance overall
09/12/2016
AIMA survey - Alternative asset managers and investors deepen partnership through greater alignment of interest
The survey was overseen by AIMA’s Research Committee, which comprises executives at fund managers and service providers
09/12/2016
Post-DOL Conflict of Interest Rule, Focus Will be on Risk Over Return
We expect asset managers to see a greater demand for passive ETFs in managed accounts, which will result in clients owning very similar, cookie-cutter portfolios.
09/11/2016
Hedge funds offer fee cuts and clawbacks
Some investors are also being offered lower fees if they agree to remain invested in the fund for a certain period of time, as the industry moves away from the traditional model of charging a 2 per cent management fee and a 20 per cent performance fee.
09/09/2016
A discouraging warning from RBC’s CEO
A discouraging warning from Dave Mackay, CEO of Royal Bank of Canada
09/08/2016
Most Plan Sponsors Agree Core Purpose of DC Plans is to Provide Income During Retirement
MetLife’s 2016 Lifetime Income Poll Reveals Plan Sponsors Want More Regulatory Clarity to Make It Easier to Offer Guaranteed Income Solutions
09/08/2016
Customer Due Diligence in the Post-Panama Papers Era
KYC procedures are often viewed as a check-the-box activity
09/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.
09/08/2016
UBS Survey Reveals How Employees Can Maximize Perceived Value of Company Stock Awards
This year's edition, "The multiplier effect," found that 45% of employees see little value in equity awards, even though companies grant billions in equity awards each year.
09/08/2016
Preparing for a Sale: How Advisors Can Maximize the Value of Their Firm
Here is a list of steps advisors can take when preparing for a sale that will improve the overall efficiency of the business, limit risk, increase revenue and ultimately maximize the firm’s value.
09/08/2016
Nearly Half of Projected IRA Rollover Assets "At-Risk" Post-DOL Conflict of Interest Rule
Using Cerulli's proprietary IRA rollover model, this research seeks to quantify the degree to which assets traditionally pegged as headed toward the IRA market may now be "at risk" and more likely to remain in employer-sponsored DC plans.
09/07/2016
A.M. Best Special Report: Innovation: The Race for Global Reinsurers to Remain Relevant
A.M. Best also notes that companies in its composite were not able to avail themselves of prior-year reserve takedowns that have been heavily utilized by U.S. and Bermuda reinsurers.
09/07/2016
Bank hiring: Wall St turns to machines to find better-behaved bankers
Why a US division of Deutsche Bank is using matchmaking tests to hire graduates
09/07/2016
U.S. Defined Benefit Plans: The Shift Toward Alternatives
As plan sponsors evaluate the next steps to take in managing their plans, research indicates that many are seeking the support of an outsourced chief investment officer to help with dynamic asset allocation decisions.
09/06/2016
After Summer of Easy Profits, America’s Bond Traders Are on Edge
Fund managers take greater cash positions as yields near lows
09/05/2016
Swiss Re’s New Latin American CEO Axel Brohm Is Optimistic About Colombia Insurance Market
Brohm has a lot of experience in Colombia
09/05/2016
New York overtakes London for Middle Eastern property investment
Regional property investors are diversifying their assets, according to CBRE