07/29/2015
The findings are from a global survey conducted by the FT Remark commissioned by State Street among 400 senior asset management executives for a new report entitled, “Opportunities for Optimism? A New Vision for Value in Asset Management.”
07/28/2015
With interest rates at floor level asset managers have ratcheted up their search for yield with alternative income funds. Which ones are best?
07/27/2015
Some are worth hundreds of millions, while others are bootstrapped.
07/27/2015
The panelists also noted how important it is that families work with firms that have the infrastructure, expertise and operational capability
07/27/2015
They expect we’ll learn that U.S. growth has been smoother and stronger than previously thought.
07/26/2015
After attending a recent conference where experts discussed prevalent issues family offices struggle with in terms of their investment management activities, it struck me that there is a certain disconnect in the communications aimed towards and emanating
07/24/2015
Calamos Investments, a globally diversified investment management firm, released its Mid-Year Economic Review and Outlook.
07/23/2015
With sovereign funds expanding assets, smaller asset managers are paying greater attention to this rising institutional investor class
07/23/2015
While this reflects normal seasonality to an extent, the July reading is below last year’s 3.15% for July and, in fact, matches the lowest July figure since the index’ inception in 2008.
07/23/2015
The financial impact of blended, same-sex and multi-generational families
07/22/2015
The state's largest city is Baltimore, named after George Calvert, the first Lord Baltimore and the first English proprietor of the then-Maryland colonial grant in 1632.
07/22/2015
The wealthiest families in America may never know the struggle of having to make ends meet, but they do have plenty to ponder when it comes to leaving their kids an inheritance.
07/21/2015
Schwab’s 2015 RIA Benchmarking Study
07/21/2015
New research from global analytics firm Cerulli Associates finds that expanded advice and service offerings are essential to sustained success for wealth managers.
07/20/2015
You have to screw up and learn from it.
07/20/2015
Sponsors are using the UMA as a chassis to deliver the increasingly popular rep-as-portfolio-manager programs
07/20/2015
It was a reversal from the first quarter when emerging markets had $80 billion of inflows, analysts wrote in a note . Investors pulled $142 billion from China between April and June.
07/17/2015
Millennials are expected to be on the receiving end of a $59 trillion wealth transfer over the next few years
07/17/2015
The Preqin All-Strategies Hedge Fund benchmark was down 0.75% in June 2015, ending its five month streak of positive performance.
07/17/2015
Ninety-five per cent of New Canadians think it is likely their children will obtain a post-secondary education - Two thirds are more optimistic about Canada's economy than the economy in their native country - Sixty-five per cent of immigrants consid