10/18/2013
How to manage risks and grow family wealth
Wealth owners have come to associate risk with volatility.
Comment, Analysis & Research
10/16/2013
Investors Concerned That Global Economic Recovery Could Falter - BofA Merrill Lynch
European and Japanese Equities Retain Positive Sentiment
10/15/2013
Global Asset Managment Sales and Marketing Demands Central Coordination and Local Action
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
Wells Fargo, J.P. Morgan, Citibank Ranked Most Improved Reputations Among Financial Services Companies - RESEARCH
Corporate Reputations See Traction After Financial Crisis Five Years Ago
10/14/2013
Coutts' commentary - Global View from Asia - "Return to the safety of income"
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
Specialist Advisors Manage Double the Average Assets per Advisor
"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
Fixated on Washington, Wall Street Ignores the Back Yard
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
Managers See Resilient U.S. Growth, Regardless of Fed Tapering - Northern Trust Survey
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
BlackRock Investment Institute: Patterns in Equity Returns
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
More money funds could have collapsed in 2008 crisis-NY Fed blog
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
U.S. Trust Study Reveals Disconnects in Philanthropic Conversations Between HNW Individuals and Professional Advisors
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
Advisor Opportunities in Fragmentation, Wealth Shift, Says Roame
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
Coutts' commentary - Global View from Asia - "No default - we hope"
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
U.S. Alternative Mutual Fund Assets to Comprise Close to 14% in 10 Years
"Consistent with asset managers' expectations, we anticipate the use of alternatives in individual investors' portfolios to grow,"
10/06/2013
Eugene Fama reiterates opposition to active management, high fees
Active management is a zero-sum game before cost, and the winners have to win at the expense of losers
10/05/2013
RMG Wealth Mangement's Stewart Richardson warns of factors that could derail end-of-year rally
US politicians have allowed large swathes of the Federal Government to shut down because they cannot agree a budget for the fiscal year that started on 1st October.
10/03/2013
Cerulli Projects Total U.S. Institutional Market Assets to Reach $19 Trillion by 2018
As of year-end 2012, the institutional market held $14.5 trillion in assets under management
10/03/2013
America Warns of Global Chaos If It Defaults on Debt
The World faces an even worse recession than the ongoing financial crisis if the US congress fails to lift the country’s debt limit
10/02/2013
Hobart Financial Group, Wealth Management Firm, Warns That Many Financial Advisors Are “Flying Blind”
There is a lack of knowledge among advisors, which leads to poor investment and fund management decisions