Many investment managers are still coming to grips with the related operational, staffing, and budgetary requirements of the Foreign Account Tax Compliance Act (FATCA), according to a paper by SEI.
While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b
Investors should take greater consideration of the impact of disruptive trends and technologies such as 3D printing and global water stress issues on their portfolios, according to RBC Wealth Management.
Customer relationship management (CRM) systems are one of the ways to measure sales, according to a survey of US, European, and Asian asset managers-and compensation based on sales varies significantly from one region to the next
Funds professionals are anticipating particular growth in the real estate and private equity asset classes, according to the results of a poll held at the Jersey Finance Annual London Funds Conference.
There is a consensus across the capital markets, corporate banking and asset management that tech spending will grow between now and 2018, with overall financial markets spending exceeding US$100bn in 2018.
Global investors are moving toward a "risk off" stance, taking on greater protection as the prospect of geopolitical instability grows, according to the BofA Merrill Lynch Fund Manager Survey for March.
The remainder (46%) see smaller banks capturing share through increasing differentiation. Executives are also divided as to the threat posed by non-traditional new players: while 55% believe they pose a threat to traditional banks, 31% believe they presen