09/29/2015
More Investors Turning to Unconstrained Multi-Asset Class Solutions
The findings are based on a survey of more than 700 pension plans
Comment, Analysis & Research
09/29/2015
America's Richest Hedge Fund Billionaires
Thirty-two members of the 2015 version of the Forbes 400 derived their fortunes primarily from running hedge funds, representing 8% of the richest Americans.
09/29/2015
At Edward Jones, it's still one person, one office
Company bucks industry trend toward forming broker teams
09/29/2015
Analysts battle over outlook for Glencore
A battle between supporters and detractors of Glencore in the analyst community has intensified amid the sharp gyrations in the commodity group's share price.
09/29/2015
Morningstar ByAllAccounts Aggregation Service Wins WealthManagement.com Industry Award for Technology Category
The awards recognize forerunners of innovation and leadership in support of financial advisor success.
09/29/2015
Hedge-Fund Headaches
Interest in the hedge fund industry has waned along with returns.
09/29/2015
7 Reasons to Prefer Wells Fargo over JPMorgan & Citi
They rise on expectations of positive news, but plunge steeper when uncertainty looms and sentiments weaken.
09/28/2015
Thousands of Metro Vancouver mansion owners avoiding taxes
Statistics Canada data shows the upscale neighbourhoods in Metro where more than 30 per cent of adults are reporting poverty
09/28/2015
Is Travel the New Face of Philanthropy? And are Millennials the New Generous Generation?
Shaping the future of travel together is a key focus for Amadeus
09/28/2015
UBS Wealth Management Americas Introduces Enhanced Forecasting Capabilities for Equity Plan Clients
This enhancement follows several recent innovative releases, including the UBS One Source Mirror, a proprietary co-browsing solution that allows both the plan sponsor and the UBS service team to assist participants with their questions about the UBS One S
09/28/2015
Morning Coffee: Burned out intern begs to understand how bankers function long term. Santander wants traders
In theory, summer 2015 was a very fine time to be an intern at an investment bank
09/25/2015
How to Grow Wealth Faster Through Proactive Risk Management
A proactive risk management strategy is built on a two-pronged approach of wealth creation and wealth preservation.
09/25/2015
Rating the 401(k) of the Fund Rater
The good news is that Morningstar has a solid line up of options in its selection of 23 funds.
09/25/2015
Mutual Fund Trends: Give Stock Pickers a Chance?
Only 20 percent of actively managed large-cap funds managed to beat the index
09/25/2015
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.79%
“SS&C GlobeOp's Forward Redemption Indicator of 3.79% for September of 2015 is an increase compared to both prior month and year over year figures,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
09/25/2015
How Wealth Managers Succeed in a Tech-Heavy Market
This summer alone, three new firms, all aligned with Dynasty Financial Partners, opened their doors here:
09/25/2015
How Public Pensions Are Getting Smart About Infrastructure
It is bad news that other countries have figured out how to make infrastructure investing attractive to pension funds
09/24/2015
Shift to DC not affecting retirement asset accumulation — research
The accumulation of retirement assets has not declined as a result of the shift from defined benefit to defined contribution plans
09/24/2015
State Street Launches Liquid Private Equity Investable Index
New Investable Index Built on State Street’s GX Private Equity Index of More Than 2,400 Funds and more than $2 Trillion in Capital Commitments
09/23/2015
Here’s the one thing America agrees on
The nation is strikingly united—across ages, income levels and political ideologies