05/24/2016
Segment or Die? Let Clients Decide
Segmentation. That wonderful human instinct of categorising, stratifying and ordering the world in ways that makes sense. But to whom does it make sense and why is it important (if at all)?
05/24/2016
Segmentation. That wonderful human instinct of categorising, stratifying and ordering the world in ways that makes sense. But to whom does it make sense and why is it important (if at all)?
05/24/2016
The Netherlands is a top EU tax haven for corporations, an Oxfam analysis of European Commission data shows.
05/24/2016
Quite often, women take longer to choose an advisor,” he added.
05/23/2016
A new report released Friday finds that just five major technology companies control almost one-third of all corporate cash in the United States, amounting to some $504 billion.
05/23/2016
The daily liquidity of listed real estate, however, means it behaves more like equities if they only invest in the short term.
05/23/2016
The findings come against a tumultuous market backdrop, with statistics from the Investment Association showing a total of £463m
05/23/2016
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
05/20/2016
Competition has been driving down the fees.
05/20/2016
And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.
05/20/2016
The robo-advisors are constantly being upgraded and modified to serve the ever-growing needs and markets.
05/19/2016
According to the GIIN survey, respondents committed a total of $15.2 in 2015 and are likely to commit $17.7 billion in 2016
05/19/2016
Representatives of BlackRock, the world’s largest asset management company, World Bank Treasury, Swedish pension fund AP2, Nordic bank SEB and Norwegian bank DNB would be among those on an advisory board
05/18/2016
The ratings agency noted that the biggest digital disrupters to the asset management industry will be the rapid growth of "strategic beta," the rise of robo advisors and the increasing use of big data.
05/18/2016
Despite some turmoil in the legal industry, the Citi law group report found that the rates lawyers charge for their work climbed 3.2 percent in the first quarter from a year ago.
05/17/2016
Asset managers need to develop their use of technology to continue attracting and retaining clients
05/17/2016
Having the right product fit and how to differentiate their funds from peers were among the key challenges cited by asset managers.
05/16/2016
According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.
05/13/2016
Experts say the consolidation of the market is a result of the increasing complexity of regulatory compliance
05/13/2016
The Chief Minister explained: “If we are ever to defeat corruption, every nation needs to sign up. We need action, not fine words.”
05/12/2016
This means that they represent an essential client-pool for financial advisors and a vital acquisition/retention opportunity for credit unions.