Investments

  • RIA Channel Cements Lead In Headcount And Firm Count
    RIA Channel Cements Lead In Headcount And Firm Count

    RIA channel sustains its industry-leading growth despite recent market conditions

    Registered investment advisors (RIAs) were challenged by market conditions in 2022, with total channel assets declining 13%. However, RIAs managed to post their greatest headcount and firm growth over the last decade, according to The Cerulli Report—U.S. RIA Marketplace 2023.
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  • Pulse On Workforce Investment Priorities In 2024
    Pulse On Workforce Investment Priorities In 2024

    Trends shaping CFO priorities in 2024

    RGP (Nasdaq: RGP), a global consulting firm, today released new research around the key market factors that are shaping workforce investment decisions for U.S. businesses in the year ahead.
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  • Climate Change On Institutional Investors’ Minds
    Climate Change On Institutional Investors’ Minds

    Institutions are making broader commitments to net-zero goals

    In response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to the latest Cerulli Edge—U.S. Institutional Edition.
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  • Lower Interest Rates Paved The Way For A Strong Rally In Q4
    Lower Interest Rates Paved The Way For A Strong Rally In Q4

    Cooling inflation and softening labor markets also contributed to a strong rally in financial markets to end 2023

    Cooling inflation, softening labor markets and lower interest rates during the fourth quarter paved the way for a strong rally in financial markets to end 2023.
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  • Unlocking Hidden Liquidity
    Unlocking Hidden Liquidity

    Highlighting the importance of life settlements as an option for financial advisors and insurance agents

    In an ever evolving financial planning landscape, advisors continue to play a crucial role in guiding their clients toward building sound financial plans. LifeRoc Capital, a leading provider in the life settlement industry, empowers financial professionals to offer their clients a lesser-known liquidity solution known as "Life Settlements."
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  • OCIOs Eye The Private Wealth Market
    OCIOs Eye The Private Wealth Market

    Growth in private wealth market is an attractive opportunity for OCIOs

    Higher inflation, increased volatility, difficulty reaching investment goals, and challenges in recruiting and retaining investment staff have institutional investors who five years ago wouldn’t have considered outsourced chief investment officers (OCIOs) looking at these solutions for the first time.
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  • Active Management Will Be Key to Market Outperformance in 2024
    Active Management Will Be Key to Market Outperformance in 2024

     Many are beefing up active strategies by adding more active ETFs and direct indexing options

    Nearly three-quarters (72%) of professional fund selectors from some of the largest wealth management firms across North America agree that active fund management will be essential to investment outperformance in 2024, according to new survey findings released today by Natixis Investment Managers (Natixis IM).
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  • Corporate Pension Funded Status Climbs To 103.1% At End Of January
    Corporate Pension Funded Status Climbs To 103.1% At End Of January

    Rising discount rates outweigh impact of market losses

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Milliman 100 Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans.
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  • Women Taking On More Financial Responsibility
    Women Taking On More Financial Responsibility

    Nearly half consider themselves their household’s CFO

    Women are taking on more financial responsibility, according to the 2023 Women Money Power Study* from Allianz Life Insurance Company of North America.
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  • Managing Americans’ Employee Benefits Patchwork
    Managing Americans’ Employee Benefits Patchwork

    Advisors must determine where clients are protected – and where they are not

    As the new year begins, tens of millions of Americans have a new array of employee benefits options they selected in last year’s open enrollment period.
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  • World Market Set for Growth, Powered by AI and Big Data Trends
    World Market Set for Growth, Powered by AI and Big Data Trends

    Study reveals a surge from $9.55 billion in 2023 to an expected $10.68 billion in 2024

    The global financial analytics market is demonstrating significant growth, underpinned by the rapid evolution of artificial intelligence (AI) and big data analytics.
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  • Banker Optimism Rises Despite Fears on Margins, Deposit Competition
    Banker Optimism Rises Despite Fears on Margins, Deposit Competition

    It is not clear that pressure on net interest margins will ease significantly

    The squeeze on interest rate margins and the fierce competition for deposits are the biggest issues facing bankers right now, according to a survey released Tuesday of more than 500 institutions.
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  • Retirement Confidence for American Workers Has Been Low Since 2022
    Retirement Confidence for American Workers Has Been Low Since 2022

    Pre-retirees are particularly wary

    PGIM, 1 the $1.2 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU), finds that retirement and financial confidence have lingered at “below average” levels since the second quarter of 2022, according to the firm’s new PGIM RetireWell™ Confidence Index.
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