12/08/2015
The Myth of Robo-Advice: Digital and Human Delivery Converge
According to new research from global analytics firm Cerulli Associates, the concept that digital advice is devoid of human mediation is myth.
Comment, Analysis & Research
12/08/2015
Hedge Funds Join the M&A Boom
The aim is to profit from the success of funds that are meant to be able to make money in all market conditions.
12/08/2015
Hedge funds are having trouble hiring, and it's changing the Wall Street ecosystem
Historically, the investment banks have been a steady source of talent for hedge funds.
12/07/2015
Where the Super Rich Live in America in 2015
There were also more HNWIs than ever, with the total reaching 4.4 million
12/07/2015
‘Suspicious transactions’ reported by B.C. banks tied mostly to China
One expert says it is likely the statistics are evidence of more money entering Vancouver’s hot housing market.
12/04/2015
Single-Family Offices Seek Superior Investment Performance via Private Equity
Over 90 percent of single-family offices allocate 10 percent or more to private equity via funds and direct investment
12/04/2015
The Future of Wealth Management Depends on a Faster, Better Adoption of Technology
Insights, reviews and market analysis at Objectway's first International Customer Conference
12/04/2015
Financial Services Can't Keep Ignoring Millennials
High student debt, low job security and low global growth mean millennials face a different set of financial challenges than the baby boomers and Generation X
12/03/2015
Younger Wealthy Willing To Dump Advisors Quickly If Needs Aren’t Met
The under-40s are also after diverse specialties to handle their portfolios.
12/03/2015
Following the Money: Cities Where Wealth is Growing Fastest
Indeed, strong growth from these major metropolitan areas led the U.S. to record wealth growth in 2014
12/03/2015
Study On Education and Wealth Creation Taps Wealth-X’s Big Data On Global Ultra Wealthy
Elite education and ability was associated with greater wealth, giving, and network power.
12/03/2015
U.S. Institutional Assets Grew 6% in 2014 Sustainable investing and customized solutions present best opportunities
Cerulli's research also finds that asset managers and investment consultants are moving rapidly to address the demand for sustainable investments
12/03/2015
The Incredible Shrinking Firms Of Hedge Fund Billionaires
By the end of July 2015, Ackman’s hedge fund was up by another 10% net of fees and managing $20.2 billion. Ackman seemed like a genius.
12/03/2015
Merrill Lynch 2016 Comp Changes Focus on Smaller Advisors
Those who do not could see their upfront cash pay drop over 8 percent, depending on which new production range they fall under.
12/02/2015
Morgan Stanley: It’s All About Wealth Management Now
Potential EPS Impact: Assuming no revenue impact and holding all else equal, an 80% efficiency ratio, and the 25% reduction in FICC staff results
12/02/2015
New report: Apple Watch banking apps fail to excite clients
In MyPrivateBanking’s view, the main weakness of the Apple Watch banking apps that were analyzed is the lack of personalization features.
12/02/2015
Goals-Based Planning Passes the Test
Hechinger writes that many advisors and their firms consider this approach to be good, old-fashioned financial planning.
12/02/2015
America’s 20 richest people have more money than these 152 million people
There is a growing concentration of wealth in fewer and fewer hands
12/02/2015
Why Small Accounting Firms Are Missing The Wealth Management Opportunity
More telling is that when it comes to wealth management, ALL 129 accounting firms are seriously underperforming.
12/02/2015
Wealth Adviser Daily Briefing: ‘Don’t Plan Beyond Age 73. I May Not Live That Long’
It’s an adviser’s job to help them get more realistic with their projections