Asset Management       

Many advisors and wealth managers focus on the high net worth (‘HNW’) and ultra high net worth (‘UHNW’) segments of the markets when prospecting for clients. New research indicates that a unique and emerging niche segment is up for grabs in the United States.

 Asset Management       

Seeking to earn strong rates of return in market environment that is characterized by frequent bouts of risk aversion and turbulent price action can be challenging. So it is interesting to take a look at the planned investment allocations of US Institutional Investors to determine where the “smart money” is …

 Asset Management       

MFS Investment Management recently conducted a survey showing that Investment Managers need to focus on the needs of investors in their 30′s and 40′s, as a demographic ripe for a new approach.

 Asset Management       

Can introducing a blistering pace of ETFs and allowing clients to trade them at no cost be anything other than a zero-sum game? This could be the case for one integrated asset management firm.

 Asset Management       

The recession that we are now starting to come out of has caused many retirees and baby boomers on the verge of retirement to finally focus on the prospect of facing a shortfalls of hundreds of billions of dollars in retirement savings. So according to one investment management firm, what …

 Industry News       

The Wall Street Transcript has just published its Financial Services & Regional Bank Roundup offering a timely review of the sector to serious investors and industry executives.
The following is a brief excerpt from the Financial Services and Regional Bank Roundup Report, in which Michael Kim, an …

 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       

Right now, there is a huge opportunity for Financial Advisors and wealth management companies to capture a large market share of the up and coming high net worth clients in China.

 Asset Management       

In 2009, the investment management industry saw a number of large mergers and acquisitions primarily as a result of diversified financial institutions such as banks and insurers divesting their non-core investment management capabilities. New research now out looks at emerging trends and what it means for further consolidation in the …

 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.