Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent Reports
Mutual fund firms with strongest advisor loyalty are “much less likely to be dropped.”
Wealthy Investors Show a Trump Bump in Confidence: UBS Poll
UBS polled 1,200 affluent and HNW investors in October then after the election to determine changes in mindset.
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT Report
National Philanthropic Trust predicts continued growth in contributions.
Elder Financial Abuse Appears to Be Worse Than Thought: Allianz Life Study
The survey found that 37% of active caregivers said the elder under their care had experienced financial abuse or exploitation with a loss.
How Millennial Women, Men View Retirement Differently: Schwab
Professional advice can strongly boost confidence in investment decisions.
Trump’s Campaign Pledges Would Slash Some Nonprofits: Philanthropy Report
Caps on deductions and slashed spending would cut many charities to the bone, according to The Chronicle of Philanthropy.
Best & Worst Commodity Performance Under Presidents Since 1970
Will recent history of commodities usually performing better under Democrats continue or will Republicans break the mold?
How Private Equity Must Evolve to Meet Market Demands: SEI Study
In a new study, SEI asked some 200 industry general partners, limited partners and consultants where private equity is heading.
World’s 20 Largest Asset Managers
The share of total assets by the Top 20 managers, who held $33 trillion, fell slightly to 41.6% in 2015.
DOL Rule, Election Weigh on Financial Advisors: Fidelity Survey
Besides political and regulatory developments, advisors surveyed were also increasingly focused on interest rates.