Global Wealthy Want More Real Estate
A Savills/Wealth Briefing survey of private bankers and wealth managers found that 91% of global HNWIs want to increase or maintain their real estate holdings.
Investors Plan to Boost Alternatives Allocations
Sixty-six percent of institutions and HNWs in an Altegris poll said they planned to allocate more to alternatives in the next six months.
Asset Managers: Want to Win Advisors’ Business? Show Them Your App
Advisors exposed to asset managers’ mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
Why Advisors Need to Segment Their Clients: Cerulli
Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
RIAs, Broker-Dealers Neglecting Crucial Recruiting Channels: Poll
Many firm executives believe the industry is facing a talent shortage, but they aren't looking at outside-the-box recruiting strategies, a Fidelity poll found.
Charitable Giving Set Record in 2014, Growing 7.1%
Americans donated an estimated $358 billion to charity in 2014, edging past the 2007 record of $355 billion, Giving USA reported.
Investors Boost Cash on Threats of Rate Hike, Greek Exit: BofA Merrill
Global investors are holding more cash in anticipation of Fed rate hike and worries about Greece and China, a BofA Merrill Lynch survey finds.
Most Americans Lack Basic Social Security Knowledge: MassMutual Survey
MassMutual gave 1,513 Americans a 10-question, true-or-false Social Security quiz. Only one got every answer right.
10 More Wealthy Donors Take the Giving Pledge
The global Giving Pledge initiative created by Warren Buffett and Bill and Melinda Gates has grown to 137 signatories.
In Private Equity Funds, Does It Really Pay to Diversify?
Preqin finds diversified structures still dominate investors’ preferences, but specific-industry funds often outperform.