06/16/2014
Number of asset managers to halve by 2030 - KPMG
Half of the firms in the global asset management industry will be gone by 2030 as new technology, demographic shifts and changing social habits transform the industry
Comment, Analysis & Research
06/16/2014
Two Types Of Affluent Celebrities
There is a nearly insatiable interest in how celebrities spend their time and money
06/16/2014
Middle East investors expected to spend US$180 billion in global real estate markets over next decade
Middle Eastern investors are expected to spendUS$180 billion in commercial real estate markets outside of their own region over the next decade, according to the latest research from global property advisor CBRE .
06/13/2014
Banking Banana Skins 2014 - PwC
Every two years, PwC sponsors the Banking Banana Skins survey conducted by the Centre of the Study of Financial Innovation.
06/12/2014
Who Wants to Be a Trillionaire?
In other words, the intrinsic value may include non-financial metrics
06/10/2014
Asia Society Names BNY Mellon "Most Innovative" Company for Asian Pacific Americans
Best Practices at the Forefront of Promoting Global Diversity and Inclusion
06/10/2014
RBC Wealth Management - potential pitfalls couples face when transferring assets to the next generation
Introduce Your Spouse to Your Advisors
06/09/2014
US bank executives 'paid 27pc more’
While base salaries at US banks are only marginally higher, they are far more generous when it comes to bonuses, according to research
06/09/2014
Fastest-Growing Managed Account Program: Vehicle-Neutral UMAs
ccording to research from global analytics firm Cerulli Associates, vehicle-neutral unified managed accounts (UMAs) are the fastest-growing managed accounts program over the past three years.
06/06/2014
The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says
New Channels of Communication Have Raised the Bar for Effective Advisor-Client Engagement
06/06/2014
The Midas Touch - Wealth preservation and the world's high-net-worth investors
The priorities for a high-net-worth individual (HNWI) are: protecting their wealth in order to afford a comparable lifestyle throughout their retirement, actively growing their assets to support the needs of their families, and leaving an adequate estate
06/06/2014
eVestment's May 2014 Hedge Fund Performance Report: Hedge Funds On Pace To Lag 2013 Performance, Activist Strategies Rebound, Emerging Markets Mixed
eVestment's May 2014 Hedge Fund Performance Report is out, with a variety of statistics and insight on hedge fund performance in the past month.
06/05/2014
Getting wealth, power the private equity way
But only if one has the connections to join a very large brand-name private equity fund that can use debt to skew returns for insiders
06/05/2014
SEI Survey: Majority of Advisors Cautiously Optimistic About Economic Growth
The group of advisors surveyed at the SEI national conference was evenly distributed from across the country. Half have been financial advisors for more than 20 years and 71 percent manage more than $150 million in assets.
06/03/2014
Study highlights gap in wealth, assets among racial groups
What’s in that designer handbag?
06/03/2014
Financial advisors misread cleint behavior, should focus on three key areas - Ernst & Young
Firms are responding to these forces by transforming their operations in seven ways, detailed below. They understand that standing still is not an option if they hope to compete successfully
06/03/2014
Millionaires reveal their top five past investing mistakes
In the global deVere Group survey of 880 high-net-worth clients, when asked to reveal their number one investing mistake before seeking professional advice from deVere, 23 per cent cited failing to adequately diversify their portfolio.
06/02/2014
Canada’s banks face headwinds in U.S.
Even as the U.S. economy kicks into a higher gear, the mortgage business remains slow
06/02/2014
2014 Internet Trends
Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition
06/02/2014
Passive Momentum Continues
Core asset classes most threatened by rise in indexed strategies