03/19/2015
New Research from Fidelity and BlackRock Reveals a Key to Growth for ETF Adoption is Educating Investors on ETF Basics
Greater Awareness, Further Education Are Powerful Drivers To Increasing ETF Adoption Among Investors and Advisors
Comment, Analysis & Research
03/19/2015
What Affluent Investors Know About Wealth Management
Whatever “wealth management services’’ might mean to a wealthy investor, most of them believe they know what they are but less than half of them actually receive those services.
03/19/2015
Ethnic Investors Examine Wealth Management
With less exposure to wealth management services, ethnic investors are a good target for advisors who provide such services.
03/18/2015
Managed Accounts Largely Resistant to Fee Compression
New research from global analytics firm Cerulli Associates finds that managed account programs are largely resistant to fee compression.
03/18/2015
A Research Question: Are Bankers Doomed to Dishonesty?
Bankers are more likely to cheat for financial gain than, say, pharmacists or web designers, recent research suggests.
03/17/2015
The Unfolding Role of Risk Managers -- New Demands, New Talent
Most of Melissa’s 25 years of experience has been in a variety of risk management roles, though she has also traded derivatives and worked in operations, and has continuously worked on projects which integrate risk management with information techno
03/17/2015
Only a Third of Investment Organizations Have Advanced Data Infrastructure in Place Despite - State Street
A new global survey commissioned by State Street of 400 senior executives at investment organizations reveals that while 81 percent view data and analytics as one of their top strategic priorities, only 37 percent have advanced data infrastructure, exper
03/17/2015
80% of banks to replace core systems “within five years”
Four out of five banks believe they will have to replace their core banking system in the next three to five years
03/17/2015
Investors Migrating out of U.S. Equities Amid Expectations of Fed Rate Hike - RESEARCH
The move out of U.S. equities is also set to continue.
03/16/2015
Life Insurers Shift Strategies to Target Growing Affluent & HNW Markets
The study reviews the insurer responses to this growing segment, along with the longer term implications.
03/16/2015
Report highlights wealth management opportunities but also shows small firms need to get organized to grow
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
Why Currency Hedged ETFs Are Just Getting Started
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
Forbes Billionaire List Proves Wealth Comes From Satisfying Customers
It is fashionable in many circles these days to criticize the wealthy.
03/12/2015
Krawcheck: Savings Crisis a Gender Crisis
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
Hedge fund managers eagerly adapt to changing markets investors and products- RESEARCH
The hedge fund industry is transforming, with managers increasingly focused on customised products and solutions, new investors, and emerging markets.
03/12/2015
Wirehouses Dominate Traditional Advisory Distribution, Control 42% of Market
"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
Ultra High Net Worth Investment Trends
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
The Biggest Scam of Them All?
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.