Analysis

Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed.

Stephanie Bartup 6 October, 2015

HNWIs seek out alts over commodities funds, says report

High-net-worth investors increasingly favored private equity, real estate, hedge funds and capital protection funds during the 2013-2015 period, a paper

Stephanie Bartup 28 September, 2015

Study: e-advisors must show 'aggressive' growth to stay in the game

US-based electronic registered investment advisors (eRIAs) will need to grow “aggressively” to compensate their investors after six years, new research

Stephanie Bartup 21 September, 2015

Study: Lack of hands-on ideas could cost advisors' clients

Wealthy investors are most likely to fire their advisor over a lack of proactive ideas, a study by Spectrem group

Stephanie Bartup 10 September, 2015

Private bank assets to exceed $5trn, says Cerulli

Private banks and trust companies' assets are projected to reach $5.3trn by the end of 2019, according to research by

Stephanie Bartup 10 September, 2015

Growing advisory firms more dependent on research analysts, CIOs

Research analysts and chief investment officers embedded within advisor practices are ‘important centers of influence’, research from Cerulli Associates has

Stephanie Bartup 13 August, 2015

Interest rates, portfolio management top advisor worries

Interest rates were the top concern of advisors last quarter, swiftly followed by portfolio management, market volatility, fixed income and client

Stephanie Bartup 4 August, 2015

SEI: Serving America's young wealthy requires industry shift

The latest in a string of studies focusing on the relationships between advisors and young millionaires this week has revealed that

Stephanie Bartup 30 July, 2015

Report analysis: How the industry is evolving to meet modern family needs

Financial services companies have not fully caught up with the variety of family structures that exist today, the majority of

Stephanie Bartup 23 July, 2015

PAM 2014 private wealth industry survey

Increasingly complex and time-consuming regulatory requirements are the black cloud hanging over North America’s private wealth industry – but this

Stephanie Bartup 4 December, 2014

Social issues top of millionaires’ philanthropy concerns

Almost two-thirds (64%) of millionaires are concerned about economic inequality in America, and most prefer to financially support charitable causes

Stephanie Bartup 29 October, 2014

SRI ‘attracting wider investor demographic’

The type of high-net-worth clients interested in socially responsible investment (SRI) has changed dramatically in recent years, industry experts from

Stephanie Bartup 23 October, 2014




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