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
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.