06/23/2016
Asia-Pacific Wealth Exceeds North America's for First Time
Millionaires’ assets in Asia-Pacific countries surged almost 10 percent to $17.4 trillion, outstripping North America’s $16.6 trillion, Cap Gemini said on Thursday.
Comment, Analysis & Research
06/22/2016
Majority of U.S. Asset Managers Cite Increased Importance of Consultant Relations Teams
The majority of asset managers responding to a proprietary Cerulli survey indicate the importance of having a consultant relations function has increased significantly over the past five years.
06/21/2016
TD Wealth SVP wants to change high-net-worth conversation
And what I will do with my wealth – am I giving it to someone or a charity?
06/21/2016
Wealth Adviser Daily Briefing: Helping Heirs Take Active Role in Family Finances
Many individuals in these circumstances wish to strike a balance between taking an active and engaged role and honoring and preserving the assets their parents have accumulated.
06/20/2016
Financial advice: man and robot can co-exist
Kilian says that currently robo-advisers ask you questions about, for example, your ability to tolerate investment risk, what you need from your investment and for how long you want to invest.
06/17/2016
Top 10 Drivers Impacting Global Wealth And Asset Management
Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.
06/17/2016
Why Human Advisors Are Still Important, Says Schwab's Hathi, Others
The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.
06/17/2016
State Street Enhances Risk Management Platform with Factor-Risk Modelling and Data from more than 4,000 ETFs
When evaluating risk and performance, factor risk modelling offers our clients a more insightful view of how market forces may influence their portfolio, and as a result, the ability to better and more quickly manage their investments as necessary.”
06/17/2016
Four Reasons The Wealthy Invest In Frontier Markets
Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.
06/17/2016
Finance: Blessed returns
Pope Francis has little good to say about capitalism but has championed impact investments
06/17/2016
Women in Banking: Mind the Gap; Men's Work-Life Balance
Being civic minded is something she tries to embrace in her current role at Key, she added.
06/15/2016
Ultra-rich still hungry for high-end real estate investments: Citi
In recent years, Citi's private banking clients helped fund the construction of the tallest skyscrapers in Manhattan and Boston.
06/15/2016
U.S. Consumers with Portfolios Too Small to Attract the Attention of Financial Advisors--Digital Advice Could Offer a Solution
Combining human and digital advice can strengthen the fiduciary foundation of the client recommendations.
06/15/2016
Wealth management behind the curve in adoption of digital technology
According to the report, the wealth management sector globally, at best, is in the very early stages of the first ecommerce-focused wave.
06/14/2016
Canada Should Join China-Led Bank, AIIB
The creation of the AIIB also gives China greater influence in regard to the International Monetary Fund
06/13/2016
Millennials Want To Be Alternative
While nearly seven in 10 registered investment advisors say their wealthy clients have an appetite for private equity investments, only 27 percent have raised the subject with their clients.
06/13/2016
Investors, Plan Sponsors, and Regulators Struggle With the Transition from Saving to Decumulation
"Structural restrictions and limited adoption of in-plan income products prevent defined contribution plans from being a suitable vehicle for income," states Bing Waldert, managing director, U.S. research at Cerulli.
06/10/2016
Fintech is ending money management as we know it
As technology allows anyone to work from anywhere, being in a corporate office matters less than ever.
06/10/2016
The Wealth Management Relationship: The Data or the Advisor?
The question of whether the relationship is about the data or the people rages on.
06/10/2016
Americans’ Total Wealth Hits Record, According to Federal Reserve Report
Boost to wealth driven by increase in residential real-estate values around the U.S.