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Comment, Analysis & Research

02/25/2014

Challenges to Long-Term Asset Allocation and Risk Management in Real Estate Investments - RESEARCH

The report, titled "Long-Run Investment Ambitions and Short-Run Investment Processes," finds long-term asset management challenges and increasing risk management in real estate investments.

02/25/2014

Canada: Number of Banking, Investment Complaints Remains Stable: Ombudsman

Companies paid out a total of $4.6 million in compensation to clients who had complained

02/24/2014

1 Shocking Chart Proves America Is Losing Power to Asia

The significance of this passing of the torch will be felt particularly hard among financial companies

02/24/2014

Fund managers optimistic about 2014 - Towers Watson

Although expectations for government bond yields continue to be near historic lows and concerns about low growth persist.

02/24/2014

Global assets under management to exceed $100 trillion by 2020: PwC

Global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion, says a PwC report released today. This represents a compound annual growth rate (CAGR) of nearly 6%.

02/21/2014

Suicides in the banking world, 7 deaths within weeks

The financial world has been rocked over the past few weeks as seven bankers have died, several of those committing suicide.

02/20/2014

BofA Merrill Lynch Fund Manager Survey Finds Fears Growing Over China, but Europe and U.S. Holding Firm

Growing fears of a hard landing for China’s economy have further marginalized emerging market equities. But investors have sent a clear signal that sentiment toward developed world equities remains strong

02/20/2014

The Goal In Life Isn't To Be The Richest Guy In The Graveyard

The financial advisory industry is in the midst of a generational change as a large chunk of advisors are set to retire.

02/20/2014

Sallie Krawcheck Was Right About Breakaways

Top producers remain on Wall Street for three reasons, although there are indications this could change over the next few years.

02/20/2014

Cerulli Expects IRA Market Will Account for 35% of Total Retirement Market Assets by 2018

"The lack of widespread use of in-plan retirement income solutions means assets accumulating in a defined contribution (DC) plan will eventually shift to an IRA," states Bing Waldert, director at Cerulli.

02/18/2014

Majority of Fund Managers Think Investors Still Won't Be Engaged in AIFMD Considerations by 2015 - Northern Trust

More than 50 percent of fund managers, prospective clients and consultants attending a recent Northern Trust seminar on the European Union's Alternative Investment Fund Manager Directive

02/18/2014

Did anxious City traders trigger the global recession?

High levels of stress hormones can lead to decreased risk taking

02/17/2014

ETF Use Among RIAs Has Grown Nearly 27% Annually Over Past 5 Years

"The allocation to ETFs among RIAs grew 48% from 2011 to 2012," comments Kenton Shirk, associate director at Cerulli. "The RIA channel is an extremely attractive opportunity for asset managers."

02/17/2014

Hobart Financial Group Reviews Obama’s Proposed “myRA” Retirement Savings Plan

Following an article published by CBS News, Hobart Financial Group, a leading wealth management firm, reviews the new “myRA” plan and how it could impact American retirees.

02/17/2014

Buffett's hedge fund strategy leaves much to be desired

Active strategies, diversification work and are necessary

02/14/2014

State Street Global Advisors Study Finds Appetite Growing Among Institutional Investors

More than 60 Percent of Investors See Advanced Beta as Viable Alternative for Active Management

02/14/2014

Withers produces the beginner's guide to US charity rules

Withers' partner Kristin Konschnik and associate Jaime McLemore have authored a guide for charities targeting the valuable US fund-raising market.

02/14/2014

Wealthy neighborhoods fuel materialistic desires, study says

Where you live could affect whether or not you spend compulsively, according to new research from San Francisco State University published today in the Journal of Consumer Culture.

02/14/2014

Banking on the Dog and the Frisbee

The nuclear and banking industries share a common feature.

02/14/2014

Asset Managers Shifting Away from Salesforce Channelization

More than 50% of asset managers report moving away from organizing their salesforce by channel

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