Clients Like Guaranteed Lifetime Income but Not Annuities: Report
When it comes to annuities, advisors have some explaining to do, IRI and Jackson found.
ETF Juggernaut Just Keeps Gathering Assets
Assets invested in U.S.-listed exchange-traded funds and products increased by 21.2% in the first eight months of the year, ETFGI reported.
Vanguard Charitable Adds Tool to Help Donors Research Nonprofits
Vanguard Charitable has rolled out a search function to help donors vet organizations they may be interested in supporting.
Hedge Funds Return 1% in August; Now Up 7% for the Year
With an August return of 1%, hedge funds extended their winning streak to 10 months, according to Preqin.
13 Top-of-Mind Trends for Investment Managers
These are the forces that will shape the industry over the next three years, according to the CFA Institute.
High Alternative Asset Deal Pricing Worries Investors
Investors are challenged to find attractive opportunities among 17,100 funds open to investment.
Giving by Chinese and Chinese-Americans Surges
Education is the primary cause supported by donors in the U.S. and China, according to the Global Chinese Philanthropy Initiative.
Global Family Office Returns Bounced Back in 2017
Many family offices are unprepared for the looming generational wealth transfer, UBS finds
‘Buy’ Signal Persists in September: Merrill
Long Bitcoin was the most crowded trade in Merrill's monthly fund manager survey.
Here’s How Much Americans Spend on Sports
They spent $2.3 billion for fantasy sports leagues alone in the past year, CreditCards.com reports.