Envestnet President Bill Crager talks about the recent string of rapid acquisitions among outsource service providers, the appeal of the high net worth space and how Unified Managed Accounts are poised to change the industry.
Family offices received an unpleasant and unexpected surprise earlier this month – they are now going to have to register their commodity and futures trades. It will be an onerous, and potentially costly, process, many say.
Aspiriant found a successful niche serving recent affluent immigrants, and now wants to bring wealth management services directly to Asia. But does an Independent shop stand a chance against global firms?
In post-recession America, greed is out. Clients are more open to thinking about values along with profits. So it’s not a surprise that so-called “socially responsible investing (SRI)” funds have grown at a faster rate than assets in the broader market, according to the latest study by the Social Investment Forum.
Mentioned In This Article Fearful investors and economic uncertainty are expected to put wealth management revenue and profits under pressure this year, resulting in a re-evaluation of fees and pricing strategies, according to top executives and ...
The giving season is here, but what’s being given, at least by philanthropic-minded high-net-worth clients, is changing.
The standard gift to a charity or foundation has traditionally been a highly-appreciated, publicly-traded security. But increasingly, wealthy clients are donating non-cash assets such as diverse as private property, businesses to even commodities such as soybeans or timber.
The bad news: despite mounting financial concerns, only one-half of small business owners use a wealth manager or financial advisor, according to a recently released survey by Securian Financial Group.
Regional wealth management firms are accelerating their efforts to expand nationally next year.
Leawood, Kansas-based Mariner Wealth Advisors exemplified the trend among well-capitalized RIAs, bringing on 20-year Fidelity veteran Brian O’Regan last month to lead its ambitious national growth strategy. Other regional RIA powerhouses including Aspiriant, Presidio Financial Partners, U.S. Capitol Advisors and Tiedemann Wealth Management all have plans to add offices in new markets next year.
These articles from the Investments & Wealth Monitor focus on what’s ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation....More
How the U.S. Federal Reserve manages its exit from emergency liquidity programs will have important implications for all asset markets and could increase volatility. Meanwhile, monetary policies are also becoming less synchronized globally....More
Given many investors' goal of maximizing return, it's not surprising that some investors select funds based primarily on the funds' recent performance record. But is this performance-chasing approach a prudent strategy?...More
How might the Fed begin to move rates? Who is buying negative-yielding European sovereign debt and why? How might investors approach today's environment of constrained liquidity? In this webinar, Delaware Investments portfolio managers Paul Grillo, David Hillmeyer, and Cynthia Isom provide some perspective on the big issues influencing today's market and offer their outlook for the future....More
Specialization is critical for advisors looking to differentiate themselves—with their firms and with their clients. But how do you go about matching your strengths with a specialty that truly interests you, and fits your talents?...More
The vast majority of WealthManagement.com readers are either unfamiliar with life settlements, or are familiar with them but have never recommended them to clients. Many advisors associate life settlements with either an option for the terminally ill, or with unethical activities such as a stranger-originated life insurance (STOLI)....More