07/21/2015
Firms Achieving Record Growth and Profitability as Industry Pioneers Embark on Third Decade in Business
Schwab’s 2015 RIA Benchmarking Study
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
07/16/2015
Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options
07/16/2015
The broader survey findings, from 623 investment managers, revealed total global alternatives AUM hit $6.3 trillion last year
07/16/2015
74% of Millionaires use technology to access their investment account information at least once a week. And nearly all, 96%, do this at least sometimes.
07/16/2015
Among Mass Affluent investors with a net worth of $100,000 to $1 million, 67 percent have Facebook accounts, 38 percent are on LinkedIn and 33 percent are on YouTube. Only 16 percent have Twitter accounts.
07/15/2015
Global investors have raised their holdings of cash significantly in response to a weaker global economic outlook, particularly in China, according to the BofA Merrill Lynch Fund Manager Survey for July.
07/15/2015
With U.S. monetary policy turning, fundamentals such as productivity and earnings growth are poised to regain prominence as drivers of investment return - with some key indicators "flashing red," according to BlackRock (NYSE:BLK) Investment Inst
07/15/2015
SS&C GlobeOp Hedge Fund Performance Index: June performance -0.65%; Capital Movement Index: July net flows decline 2.71%
07/14/2015
Asset management continues to rank among the world’s most profitable businesses, and it’s a growing one for managers that get it right.
07/14/2015
Endowments with high and consistent income streams were more likely to invest in alternatives—and at a higher percentage, according to a paper.
07/14/2015
So, do women have different expectations from their husbands in estate planning? Yes.
07/14/2015
Decreases extend multiyear trend of falling trading volumes
07/14/2015
About $6.3 trillion in assets were in the hands of 623 large alternative-investment managers at the end of last year