03/16/2015
The research, based on a survey of more than 900 advisors across the United States and Canada, further revealed that 62% of firms saw double-digit AUM growth in 2013, with a similar proportion estimating the same level of increase in 2014.
03/13/2015
Since suitability came on to the regulator’s radar in 2011, many predicted it would spell the death of the traditional stockbroking model.
03/13/2015
It is fashionable in many circles these days to criticize the wealthy.
03/12/2015
The World Health Organization predicts that a girl who was born in 2012 can expect to live to be around 73 years old
03/12/2015
The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.
03/12/2015
"Wirehouse advisors make up just 16% of overall headcount, but control more than 42% of all traditionally advised assets," states Kenton Shirk, associate director at Cerulli.
03/12/2015
The highest percentage of Ultra High Net Worth investors (44 percent) said they had no interest in investing outside of the United States.
03/11/2015
Given the available data, it is both shocking and irresponsible that trillions of dollars of retirement plan assets are entrusted to those who use this process to make fund-selection decisions.
03/11/2015
Record High: Ten Million Millionaires in America
The number of wealthy American households are at their highest point ever
03/10/2015
More And More Americans Look To Protect Their Wealth Offshore
America, the land of the free, as it was rightfully referred to in the past, and certainly a beautiful place in so many ways, is in the process of destroying the very foundation it was built on.
03/09/2015
They also don’t agree that technology is the way to reach future investors.
03/09/2015
Global regulators have taken a major step forward in designating the world’s biggest asset managers and investment funds as “systemically important financial institutions”.
03/09/2015
Alternatives are making headway in the portfolios of wealthy investors
03/09/2015
Overall, U.S. house prices have increased 19 per cent in the past two year
03/06/2015
Hedge Funds Compensation Hits $347,000 A Year As EBIT Hits 24%
The average annual compensation for hedge fund workers is more than $300,000 and expected to keep rising as funds fight for the most talented managers
03/06/2015
Financial Services Industry Falls Short in Serving Women Investors - Pershing
Advisors must understand that women invest with a purpose in mind in order to effectively serve them
03/06/2015
Are Today's Emerging Affluent Investors Millionaires in the Making? - Fidelity
The 7th Fidelity® Millionaire Outlook Finds the Emerging Affluent Have the Potential to Exceed the Wealth of Today’s Millionaires, Based on 6 Wealth-Building Factors
03/06/2015
Sales strategies: Three reasons digital marketing doesn't work
This is not what you’d expect from someone who leads a digital marketing firm, but it’s true, and the “truth will set you free”
03/06/2015
Nearly 30% of U.S. HNW Investors Define Themselves As Self-Directed Investors
The report focuses on the three constituencies of investors, providers, and asset managers.
03/05/2015
At least 67% of bank IT budgets are still being spent on maintenance and compliance rather than transformative projects that can create value