11/05/2015
Stake Are High In U.S. Fiduciary Debate
What are the potential effects of the U.S. Department of Labor’s proposed fiduciary standard on the financial services sector?
Comment, Analysis & Research
11/05/2015
What to Do When You Get an Inheritance
There are several factors to consider before putting an inheritance into the stock market.
11/04/2015
Investors Most Relaxed in 2 Years Over Fed "Liftoff" - Survey
Only 7 percent of 651 global investors polled by the UK bank said U.S. policy "normalization" was the biggest risk over the next year
11/04/2015
Cerulli Projects the Digital Advice Market Will Reach $489 Billion By 2020
Most consumers want to know that they can reach out to a person to solve a problem
11/04/2015
Where investment banks are recruiting in the U.S. now
Investment banks have been struggling to hold on to junior bankers for the past 18 months, but more recently hiring had been focused in bringing in senior employees.
11/04/2015
Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors
The addition of CreditSights will help our Financial Advisors and their clients to make more informed decisions about corporate credit investments suited to pursuing their investment objectives within their risk profile.
11/03/2015
Connecting with Clients' Families Is About More Than Retention
Additionally, Fidelity’s 2014 research found that half of clients don’t have confidence their partner/spouse
11/03/2015
India's wealth rose 211% in 15 years: Key takeaways from New World Wealth report
No prize for guessing which country tops the list
11/03/2015
Data be damned, Wall Street says all is well
The weak third-quarter gross domestic product growth was just an inventory drawdown.
11/03/2015
Lunch with the FT: Neb Nerbanke By Tim Price
“Mr Bernanke denies that the Fed unfairly “enriched the rich” because it only “returned asset prices and the like back to trend”, and the recent rise in US stock prices “is because returns are low”.
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.
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.