09/27/2016
Advisors Get More Time for Clients When Outsourcing Investment Management
The percentage of advisors outsourcing has held steady at about 40%
Comment, Analysis & Research
09/27/2016
As women gain control of wealth, it is vital for them to know how to handle it, Carol Stillwell says
Women will soon control two-thirds of the wealth in this country, according to various studies.
09/27/2016
More Than Three-Quarters (77%) of Asset Managers Won Business Through an Outsourced CIO Provider
The vast majority (77%) of asset managers polled by Cerulli have won business through an outsourced CIO provider, up from 33% in 2014.
09/27/2016
Seeking More Guidance, Self-Directed Investors Turn to Robots
Millennials in Canada Have Strong Interest in Robo-Advisors
09/27/2016
The single biggest mistake I've seen women make at work
We didn't need it at school to be at the top of the class.
09/26/2016
Will Algorithms Make Financial Advisers Obsolete?
Financial advice from computers could help private investors make more rational, efficient and profitable decisions.
09/26/2016
Employers vastly underestimate how much time their employees take off work
On average, employees estimated needing around 3.4 days off per year.
09/25/2016
Roller coaster ride: Wealth managers hold investors' hands during Brexit, upcoming U.S. election
Brexit lead to a world full of buying opportunities
09/25/2016
Finance sector feeling pressure in low-interest rate environment
The consumers have really healed themselves after the Great Recession
09/23/2016
Home Insurers, Agents Face Satisfaction Gap with Affluent Gen Y Customers
Insurers have shifted their competitive focus to improving communication, process efficiency and being easier to work with as a way to solidify and grow their business
09/23/2016
Where Do The Super Rich Live? Follow The Private Jet Tour
More evidence that if you are in the business of selling to the super-rich, there are plenty of clients outside the biggest cities
09/23/2016
Report: Fintech Collaboration is Key for Investment Banks
The document is of the belief that working with agile Fintech firms can help improve the bottom line for investment banks.
09/22/2016
Asset managers still behind on social media
Four in five of the managers surveyed assign responsibility for digital and social media to their marketing departments and few managers currently have dedicated.
09/22/2016
Morning Coffee: 24 year-old bankers on $280k find new way of socializing. Morgan Stanley slams Brexit
For young bankers, the events help fill a social gap: “I might know 15 minutes beforehand that I actually have some time this evening.
09/22/2016
Allianz Global Wealth Report: The best years are over
Global inequality declining but in many industrial countries gains go mainly to the happy few at the top
09/22/2016
Making bank: The 10 best-paid bankers
Half of the 10 best-paid executives at the nation's banks in the Standard & Poor's 500 aren't the chief executive officers of their companies.
09/22/2016
Trillion-dollar global fund industry faces pressure to tighten belt
Eight firms posted a fall in the revenue generated by each employee between 2014 and 2015
09/21/2016
Wealthiest clients will use robos but want human advisers as well: LinkedIn survey
While open to using robos for basic investing, they want traditional wealth managers for complex needs
09/21/2016
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC Report
When it comes to working with robo-advisors and other forms of automation, it’s time for financial advisors to act.
09/21/2016
Asset managers must increase their commitment to digital and social media
Cerulli's research shows that the typical asset manager's social media budget is less than €100,000.