Asset Management       

Wealth managers and financial advisors know that to be successful, they have to understand the needs of their clients. However, what they think they know about their clients may just be holding them back.

 Asset Management       

Will clients soon be receiving additional help to deal with risk of outliving their assets? Read on to find out what sort of new product introductions maybe coming to help individuals. This is part 1 of a 2 part article.

 Asset Management       

A recent article in The Boston Globe described a situation in which some wealthy clients have turned to law firms for wealth management and financial advise. Some may see this as competition for Investment Managers, but I don’t buy it. Read on to see why…

 Asset Management,Industry News       

Courtesy of Investment News: Goldman Sachs Asset Management, one of the nation’s largest managers of defined-benefit assets, is now looking to expand its Defined Contribution business. By using an open-architecture customized glide path, Goldman hopes to target advisors who don’t have the internal capability to build an asset allocation model.

 Asset Management       

During the bear market of 2007 – 2008, many active investment managers largely underperformed their benchmarks. As a result, an existing trend towards passive investment managers accelerated. However, the trend could have been briefly interrupted as the fortunes and performance of active managers reversed in 2009. But, can it last?

 Asset Management       

Based on a research report from JP Morgan Asset management conducted on a sampling of the UK high net worth population, we uncover the 6 main themes that emerge if a wealth and investment manager wishes to effectively reach women in their marketing efforts.

 Asset Management       

The 2008 and 2009 markets were likely the last nail in the coffin for in the long-term outlook for US defined benefit pension plans. However, the next 5 – 7 years could consist of a spike in defined benefit funding and marketing activity for investment managers who have a large …

 Asset Management       

Several investment managers have recently introduced packaged solutions aimed at providing an inflation hedged holistic solution. “Everyone right now seems to be wildly concerned about inflation, given the debt issues in the United States,” said Eric Jacobson, director of fixed-income research at Morningstar.

 Asset Management       

There is lots of buzz in the investment management industry and advisory business right now about using social media to communicate with clients and prospects. However, I think there are some more fundamental changes that social media will force on the investment management industry and processes.