Advisors as Servant and Leader, Preventing Wire Fraud and More: August Investment Advisor—Slideshow
Charles Ellis, the best-selling author, consultant and Ivy League professor who founded Greenwich Associates, has some simple advice for advisors who want to grow strong firms that should be obvious but frequently isn’t: Be a good leader and serve your mission well.
“To see what is in front of one’s nose needs a constant struggle.” —George Orwell
Charles Ellis: The Key to Being a Great Leader and Building a Great Company
The legendary consultant and best-selling author explains that being on a mission to serve is the vital concept that will take your firm to the next level.
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
Hedge Fund Investors Aren’t Benefiting From Expanding Rules: Survey
Only 10% of institutional investors felt that new regulations would protect their interests, and 85% rejected the notion that they would prevent the next financial crisis, according to an Ernst & Young survey.
ETF Market Explodes as Asset Managers Innovate
The RIA Group at iShares has seen phenomenal growth, to 100 boutique managers totaling $46 billion in ETF assets this year versus only a few managers with $5.8 billion in assets in 2009.
Defined-Contribution Plans ‘Primary Retirement Savings’ Tool for Young Workers
Workers under the age of 35, the generation most likely to depend almost solely on DC plans rather than the typical Social Security-savings-pension model, need to be diligent if they expect to save enough for retirement, Northern Trust found.
U.S., U.K. Pensions Fail to Manage Risk Well: Study
They say acknowledging that you have a problem is half the battle, but corporate pensions in the United States and the United Kingdom appear to be losing.
Private Equity Shows Positive Signs Amid Challenges: SEI Survey
After languishing in the years since the global financial crisis, the private equity sector is beginning to perk up. Existing funds are being deployed, new ones are being raised and investor allocations to are slowly increasing, according to a new study.
Institutional Hedge Fund Investors Demand Increased Risk Management
Hedge fund managers need to enhance their risk management infrastructure and risk reporting and institutionalize transparency policies to attract new capital, satisfy anxious investors and protect their reputations, according to an annual global study published Tuesday by SEI Knowledge Partnership.