07/30/2014
WealthGuard’s Applauded CEO Provides Four Truths about Financial Advisors in The Motley Fool
For high-net-worth investors seeking background checks, ratings and rankings, WealthGuard recently delivered invaluable advice in The Motley Fool
Comment, Analysis & Research
07/30/2014
Politically Connected Hedge Funds Earn Higher Profits: Study
An article in Social Science Research Network on July 24th was designed to test the hypothesis that “hedge fund managers gain an informational advantage in securities trading through their connections with lobbyists.”
07/27/2014
Wealth Likely to Triple for US Hispanics by 2025, but Impact From Recession Still Lingers
The U.S. Hispanic population is on the rise, and so is Hispanic-owned wealth.
07/23/2014
Global Consumers: Concerned and Willing to Engage in the Battle Against Fraud
Financial institutions must help consumers understand how they can protect themselves against fraud
07/23/2014
Multimillionaires Favor Boutique Money Managers for Client Experience
LBSI scores comprise respondents' evaluations of each firm's product quality, exclusivity, social status and ability to deliver special client experiences.
07/22/2014
SS&C GlobeOp Forward Redemption Indicator: July
"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.
07/21/2014
Natixis To Fund Research On Investing
Investors worldwide are caught between a desire to achieve greater investment returns and an aversion to taking risk.
07/17/2014
Asset Managers Post Strong Recovery From Crisis, With Record Assets and Near-Peak Profits
Global Assets Under Management Hit a Record $68.7 Trillion and Profits Surge to $93 Billion, Yet There Is Little Room for Complacency, Annual BCG Study Finds
07/17/2014
More Than Half of High-Net Worth Missourians Engage in Some Form of Hobby Investing: BMO Private Bank Study
BMO Private Bank today released the results of a study on high-net worth Missourians and hobby investing.
07/16/2014
Wirehouses Face Unique Challenges in Adding More Investor Relationships
According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.
07/16/2014
Hispanic Share Of Wealth To Possibly Triple By 2025, Study Says
Hispanic wealth in the United States is expected to triple by 2025 – provided we are not hit by another mega recession and trends continue more or less as they are today.
07/15/2014
Global Wealth 2014: Riding a Wave of Growth
The global wealth-management industry delivered a few surprises in 2013. Excellent growth did not always translate into higher profits.
07/15/2014
Hedge Fund AUM Hits Another Record In H1 2014
The total size of the industry now stands at US$2.12 trillion.
07/15/2014
Investors Positioning Aggressively for Recovery in H2 - BofA Merrill Lynch
A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.
07/15/2014
How much do U.S. brokers make? Their business cards provide clues
Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.
07/14/2014
Surprisingly, Millionaires Don't Always Enjoy Investing
Sixty percent of millionaire investors say they are fairly knowledgeable about investing but still have a lot to learn
07/14/2014
Competition forcing funds to scrabble for new territory
Intense competition among global fund managers is forcing them to invest in a broader range of instruments, products and geographical areas to squeeze out extra performance, a survey on Monday showed.
07/14/2014
SS&C GlobeOp Hedge Fund Performance Index
June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%
07/08/2014
Centralized Asset Management Product Teams Boost Efficiency
New research from global analytics firm Cerulli Associates finds that centralizing retail and institutional product teams can boost impact and efficiency.
07/08/2014
Assets Top $42 Trillion at America's Largest Money Managers, Institutional Investor Survey Finds
Roughly 10 Percent of That Total Is Managed by BlackRock; Vanguard Picks Up Another $444 billion