06/03/2014
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
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
Even as the U.S. economy kicks into a higher gear, the mortgage business remains slow
06/02/2014
Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools and pattern recognition
06/02/2014
Core asset classes most threatened by rise in indexed strategies
05/30/2014
There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.
05/29/2014
A recap of developments in the LIBOR rate-fixing scandal to date
05/28/2014
Many mass affluent investors are taking more of a ‘live for today’ financial approach
05/27/2014
EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.
05/26/2014
Get a unique glimpse into what these decisions mean for alternative allocations and hedge funds in particular
05/26/2014
On top of this central bank liquidity there are the funds ‘accumulated by European companies as a precaution after the liquidity crunches they experienced in 2008 and 2011
05/26/2014
U.S. institutional tax-exempt assets under management by the largest 500 managers reached $13.22 trillion at year-end 2013.
05/23/2014
Just 11% of chief financial officers are women, while only 23% of all senior officer positions are held by women.
05/23/2014
No sane individual wants to take on a professional wrestler like The Rock.
05/21/2014
“Forward redemptions increased for the month of May, with the bulk of activity representing typical semi-annual requests,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
05/20/2014
Often wealth management firms listen only to financial advisors when they seek to understand client preferences and the important trends, issues and challenges facing their industry.
05/19/2014
According to a Grant Thornton mid-market business survey, 40% of mid-market businesses either already outsourced non-core operations or are planning to. This is no coincidence; outsourcing is becoming a key factor for business growth.
05/19/2014
2014 Wealth Management Survey -
Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.
05/16/2014
High Net Worth: Peace of Mind and Advisor Usage
“Don’t worry, be happy”
05/16/2014
Young Millionaires Credit Smart Investing for Wealth
Young millionaires are more likely than older millionaires to credit running their own business