Clients’ Emotional Decisions Give Financial Advisors Angst
Meanwhile, few few investors say they see a connection between managing their emotions and investment success.
Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
Hedge Funds Then and Now: 2008 vs. 2014
The hedge fund industry has made a big push to win back investor confidence. Here are the biggest changes in the last six years.
Investors More Confident but See Stagnation Ahead
Investor confidence has hit a seven-year high but still falls far short of the pre-recession average, Wells Fargo and Gallup found.
12 Hottest U.S. Cities for Millionaires
Here are the cities with the fastest growing populations of high-net-worth residents. Some of them may surprise you.
Fledgling Hedge Fund Managers Top First-Half Performance
Emerging managers led sector performance in the year ending with the second quarter of 2014, but continued to face capital-raising challenges, according to HFR.
Nontraditional Families Open to Financial Advice: Allianz Study
The unique dynamics of nontraditional families offer advisors an opportunity to engage with a growing population that is underserved but often open to assistance.
Global Billionaire Population at Record, With $7.3 Trillion in Wealth
Billionaires make up 1% of the world’s ultra-high-net-worth population, according to the Wealth-X and UBS Billionaire Census, yet they control 4% of wealth.
Will Calpers’ Hedge Fund Flight Spook Other Public Pensions?
Most investors appear unlikely to follow suit in the near term, according to hedge fund experts.
U.S. Donors Gave $335B to Charity in 2013: Report
The recession has been over since mid-2009, but charities are just now catching up.