10/20/2013
This year’s study, which surveyed 148 banks in 66 countries, revealed that as the global economy recovers, retail banks across the world are increasingly investing in innovation as a means of generating revenue and controlling costs.
10/20/2013
New research from Cerulli Associates finds that more than 60% of institutions' asset flows were consultant-intermediated in 2012 with the rest coming from direct sales, according to their recent survey of institutional asset managers.
10/20/2013
The Morgan Shakedown
Federal law enforcers are confiscating roughly half of a company's annual earnings for no other reason than because they can and because they want to appease their left-wing populist allies.
10/20/2013
Marc Faber, The Gloom, Boom & Doom Report, shares his views on how inflation has impacted global wealth.
10/18/2013
Wealth owners have come to associate risk with volatility.
10/16/2013
European and Japanese Equities Retain Positive Sentiment
10/15/2013
Senior employees at corporate headquarters seek to exert more control across all the firm's offices, while local teams hold on tight to their autonomy
10/15/2013
Corporate Reputations See Traction After Financial Crisis Five Years Ago
10/14/2013
The problems in the US are only symptomatic of the trials and tribulations being seen in many G-7 countries as they attempt to cut the burden of government debt.
10/14/2013
"We estimate that only 15% of advisors tailor their business to a unique clientele, such as institutions, retirement plans, or high-net-worth investors."
10/12/2013
Money managers usually care a lot more about corporate earnings than politics.
10/10/2013
Advisors Obsessed With Asset Allocation Are The Real Dinosaurs Of Wealth Management
Stock and fixed-income ETFs have made this relatively easy.
10/09/2013
Investment managers characterize the U.S. economy as resilient, whether or not the Federal Reserve curtails its current quantitative easing program, according to a survey by Northern Trust.
10/08/2013
The paper also discussed how factors such as volatility, inflation, growth, interest rates, currencies and correlations may drive returns in the short term as well as in the long run.
10/08/2013
The funds' losses were "obscured" because their parent companies absorbed them, four Fed analysts wrote on Wednesday in an entry for the bank's Liberty Street Economics column.
10/08/2013
Professional advisors almost universally agree that philanthropy plays an important role in their high net worth clients' wealth experience, and that engaging clients about their philanthropic ambitions is good for their own business.
10/07/2013
The investable assets of U.S. consumers have fully recovered from the financial meltdown of 2008, presenting independent wealth managers with one of the best opportunities within the financial services industry
10/06/2013
While the US political impasse may provide further disruption to the market, we very much doubt that the government will default on its debt obligations. It has left all non-essential government activities closed.
10/06/2013
"Consistent with asset managers' expectations, we anticipate the use of alternatives in individual investors' portfolios to grow,"
10/06/2013
Active management is a zero-sum game before cost, and the winners have to win at the expense of losers