03/03/2014
Wealth Advisers Offer Offshore Investors a Safe Haven in the U.S.
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
03/03/2014
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
02/28/2014
Northern Trust Survey Finds Decision to Outsource Investment Activities Leads to Growth for 70% of Respondents
02/28/2014
Partial-book sales allow advisers to slow down, but stay in the game a little longer
02/28/2014
Reginald Browne tilts his 6-foot-5-inch frame forward to reach a chirping phone.
02/28/2014
Nontraditional fixed-income mutual funds and institutional strategies saw substantial asset flows in 2013.
02/27/2014
Pershing has released a new study titled, Americans Crave a New Kind of Leader—And Women Are Ready to Deliver, which presents a conflicting but positive outlook on the changing role of women.
02/26/2014
There's little doubt that an economic recovery is well underway in much of the developed world. In the US, the most obvious demonstration of that is the Federal Reserve's determination to decrease its bond purchases, which have now fallen to US$
02/25/2014
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
Companies paid out a total of $4.6 million in compensation to clients who had complained
02/24/2014
The significance of this passing of the torch will be felt particularly hard among financial companies
02/24/2014
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 (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
The financial world has been rocked over the past few weeks as seven bankers have died, several of those committing suicide.
02/20/2014
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 financial advisory industry is in the midst of a generational change as a large chunk of advisors are set to retire.
02/20/2014
Top producers remain on Wall Street for three reasons, although there are indications this could change over the next few years.
02/20/2014
"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
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
High levels of stress hormones can lead to decreased risk taking
02/17/2014
"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."