04/17/2015
Fundamental Transition Underway as Business Ecosystems Come of Age - Deloitte
Report highlights accelerating shift from relatively self-contained corporations to co-creative business ecosystems
Comment, Analysis & Research
04/17/2015
Institutional investors tap into social media
The survey shows that Twitter is seen as having some value as a news feed
04/16/2015
U.S. Investors Fear Market Correction But Expect Double Digit Gains in 2015 - Natixis Survey
Investors say stocks will be the strongest investments in the next year.
04/16/2015
Failure to Automate Client Reporting is Costly and Impedes Client Service - RESEARCH
New research-based white paper provides a three-step guide to help wealth and asset managers assess the costs
04/16/2015
EDHEC-Princeton Institutional Money Management Conference
Following the success of the second edition of the EDHEC-PRINCETON "Academia meets Practice" Conference, which attracted more than 150 finance professionals in 2013,
04/16/2015
Millennials Emerge as the "Super-Saver" Generation
The TD Bank Saving and Spending Survey questioned more than 1,600 U.S. consumers about their saving and spending habits.
04/15/2015
Advisors Should Monitor Millennial Inheritance
High-net-worth millennials and those with the potential to become wealthy present opportunity for financial advisors looking to grow their client base.
04/15/2015
Wealth-X Reveals: The Wealthiest Women In Tech
The youngest female tech executive on the list is 39
04/15/2015
SS&C GlobeOp Hedge Fund Performance Index: March performance 1.30%; Capital Movement Index: April net flows decline 1.14%
The negative CMI for April reflects the typical seasonal pattern.
04/14/2015
Monetary Policy Divergence Driving Global Market Volatility, says Manulife Asset Management Report
Monetary policy divergence is driving volatility in local asset values in markets around the world and investors should prepare for this volatility to continue, according to a report just released by Manulife Asset Management.
04/14/2015
Generation X Far More Ready To Take On Responsibility For Retirement Than Boomers
Younger investors worry more that they will have enough to live on for the rest of their lives.
04/14/2015
Wealth Adviser: When Client Couples Keep Separate Accounts
But advisers need to help clients examine all the implications
04/14/2015
Concerns of Overvaluation in Both Equity and Bond Markets - RESEARCH
Bonds Seen as Most Overvalued in Survey’s History
04/14/2015
Orchard Introduces New Investment Manager Database
The Orchard Manager Database provides institutional investors the ability to research a wide spectrum of marketplace lending investment managers.
04/14/2015
Consumers trust their bank most to provide a mobile wallet
Social media companies like Facebook and Twitter are most trusted by 4% of consumers
04/13/2015
The Risks and Costs of an Ineffective Middle-Office
When assessing the various risks that might affect investment firms, fund managers and investors often overlook an element that can lead to failure if neglected: an ineffective middle-office.
04/13/2015
‘Dull work, flat pay and lousy colleagues’
Global survey finds deep frustrations at heart of financial services
04/10/2015
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015
The survey, which included the views of about 5,300 investors, finds that 71% of investors want to talk about their wealth transfer plans
04/10/2015
Not Even Hedge Fund Managers Think About Alpha at the Altar
Managers' alpha drops around a marriage or divorce
04/09/2015
Investors Still Clueless on Fees
About 30 percent said their firm had no such charges, although most do.