Investment Returns Down at Private, Community Foundations in 2014
Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
PayPal, Amazon Could Give Banks and Credit Unions a Run for Their Money
Banks and credit unions could be under pressure to innovate as younger clients are more open to alternative financial services providers, a survey found.
Workers More Serious About Their 401(k)s Than Hitting the Gym: Schwab
Ninety percent of plan participants in a Schwab survey said they would think twice before taking a job without a 401(k) plan.
S&P/Case-Shiller Reports Home Prices Rose Again in June
Potential spoilers of the upward trend: a Fed rate rise and volatility in the stock market.
79% of Institutional Investors Use Alts: Survey
Preqin, the alternatives data provider, said that private equity, hedge funds and real estate were the most targeted alternative asset classes.
Investors Redeem $5 Billion From Hedge Funds in July
Still, the month ended in the black, as positive performance increased assets under management.
Retirement Confidence Dips; Workers Not Counting on Social Security
In a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
China ‘Tail Risk’ Saps Investors’ Optimism
Investors’ optimism about prospects for global economic growth paled in August, according to the latest Bank of America Merrill Lynch Fund Managers Survey.
Financial Advisors Get ‘Horrible’ Grade From Working Women
Working women give their advisors an average grade of 5 out of 10, according to a Family Wealth Advisors Council survey.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.