11/03/2015
Old School Asset Managers, Meet New SWFs
Not a specialist? Only do equities? New wealth funds can still use these traditional asset managers, Cerulli says.
Comment, Analysis & Research
11/02/2015
Fixed-Indexed Annuities Pose Threat to Traditional VAs
Cerulli's latest report, Annuities and Insurance 2015: Evolving Products for a Sustainable Industry explores the progress away from variable annuities with the increase of more diversified product sets.
11/02/2015
The Contents of the Wealthiest Americans' Estates
How does estate asset allocation change as clients climb the wealth ladder?
11/02/2015
The World’s 500 Largest Asset Managers – Year end 2014
Total assets under management of the 500 managers included in the ranking totalled US$ 78.1 trillion at the end of 2014, up 2.1% from the end of 2013.
11/01/2015
Bank boardrooms are bereft of technology expertise
Only 6% of board directors and 3% of CEOs of leading banks have professional technology experience;
11/01/2015
How to succeed at digital transformation
Challenges to becoming a customer-focused digital enterprise include digital strategy ownership, organizational readiness, and establishing metrics to measure digital success
10/30/2015
Preparing for Next-Gen Advisors and Investors: A New Approach to Talent for Reaching Next-Gen Investors
An independent broker-dealer nurtures Next-Gen advisors to support Next-Gen investors
10/30/2015
Fidelity Reveals Winners of the Inaugural Be Greater® Awards
This is the first year that Fidelity has issued the awards which recognize RIAs and retirement advisors or recordkeepers that are taking their practices to the next level.
10/29/2015
Digital Divide: The Disconnect Between Millennials and Banks
Millennials represent a critical demographic for the banking industry.
10/29/2015
Family offices direct their own private equity investments
They are investing in a range of industries and sectors, although the sellers tend to be family-owned companies whose heads have reached retirement age.
10/29/2015
Financial Intelligent Assistance Is Here And It's Going To Be A Game Changer For Wealth Management
It’s a market expected to rack in billions – Opus Research says they expect just North American spending on ‘Enterprise Intelligent Assistants’, or ‘EIAs’ to surpass $1 billion by 2020.
10/28/2015
Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives
We will continue to leverage our capital markets expertise in support of innovative development programs
10/28/2015
Leveraging Social Media
Half of the 6,000 brokers at Raymond James use a desktop application that collects and manages what clients post on Facebook, LinkedIn and Twitter
10/28/2015
Hedge Funds and the Active Management Crisis
The problem is that there are probably only about 500 extraordinary managers in the world, but there are 11,000 hedge funds.
10/28/2015
Futurewealth Report Explores Link Between Expense and Value in Wealth Management Relationship Model
According to an SEI Report, America's Next Generation of Wealthy Are Redefining Price and Value With Regard to the Wealth Management Fee Structure
10/27/2015
Money Managers See Risk in Stock Rally
Instead of celebrating, many are fretting and holding more cash
10/27/2015
US bond flash crash a year on: What have we learned ?
Twelve months have passed since the nerve-shredding "flash crash" in US Treasurys and the financial industry is pushing though initiatives aimed at improving stability and liquidity in global fixed income markets.
10/27/2015
Hedge Fund Personality of the Year: Maggie Rokkum-Testi
The usefulness of hedge funds in a diversified portfolio has changed over time
10/27/2015
Financial Advisors Taking Care of Business
Financial advisors need to take it up a notch if they want to satisfy millionaire business owners.
10/27/2015
Help or Hype—Advisor Perceptions of Alternative Investments - Pershing
Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.