Investments

  • Surprises in Retirement Income: Overlooked and Coveted Nest Eggs
    Surprises in Retirement Income: Overlooked and Coveted Nest Eggs

    Using Retirement Insights to Shape Personalized Products and Solutions

    Surprises in retirement income sources range from oversized roles for dividends and taxable brokerage to extremely high expectations for retirement accounts in new findings from Hearts & Wallets, the source for retail investor data and insights.
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  • Gender, Generation and Financial Knowledge
    Gender, Generation and Financial Knowledge

    New Study from FINRA Shows Millennial Women Beginning to Close the Gap

    In a recent study using data from its National Financial Capability Study, the FINRA Foundation found that women consistently lag behind men on financial and investor literacy scores across generations. Lower levels of financial and investor literacy among women may impede their ability to accumulate wealth and make sound financial decisions.
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  • Trade and Interest Rates Continue to Fuel Volatility
    Trade and Interest Rates Continue to Fuel Volatility

    Mixed results as politics dominate the headlines

    Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain. The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.
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  • Impact Investing at Tipping Point
    Impact Investing at Tipping Point

    Study: Over 70% of affluent, next-gen donors are already engaged

    Over 70% of Millennials and Gen-Xers have made an impact investment versus just 30% of Baby Boomer and older investors, according to a study released today by Fidelity Charitable, an independent public charity and the nation’s second-largest grantmaker.
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  • Considerations On Market Crashes, Irrational Exuberance & Redefining Prudence
    Considerations On Market Crashes, Irrational Exuberance & Redefining Prudence

    The "Great Recession" - Ten Years After

    by Steve Selengut

    I thought you might be interested in some thoughts about the investment climate around the time of the "great recession". You may find them disturbing, or enlightening, depending on where you think we are today. But two things are fairly certain... not a whole lot has changed, and a look to the past often provides…
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  • Volatility and Investor Behavior
    Volatility and Investor Behavior

    MDRT Study: Investors, clients look to their advisors in uncertain times

    A recent study conducted by the Million Dollar Round Table (MDRT) surveyed consumers during a week of market volatility to understand investment behaviors and the potential role of financial advisors.
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  • The Economic Temperature: Strength, Growth, and Tension
    The Economic Temperature: Strength, Growth, and Tension

    Trade is the biggest hot button, though investors remain unfazed

    As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.
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  • Financially Optimistic Millennials Aspire to be Millionaires, Retire Early
    Financially Optimistic Millennials Aspire to be Millionaires, Retire Early

    Even though college, credit-card debt weigh them down

    Millennials are optimistic about how their lives will play out after college, despite the fact that they have a collective $1 trillion in student loan, credit card and other debt hanging over their heads, according to the TD Ameritrade 2018 Millennials and Money Survey.
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  • Despite Geopolitical Upheaval, Investors Remain Bullish on Europe
    Despite Geopolitical Upheaval, Investors Remain Bullish on Europe

    Invested more than ever in 2017

    Europe attracted a record level of foreign direct investment (FDI) with 6,653 projects in 2017, according to the 2018 edition of the EY European attractiveness survey. However, the growth in Europe slowed for the first time in three years (to 10%) having achieved an average growth of 15% over the past three years amid amplified…
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  • Mutual Fund Inflows Increase Significantly in 2018
    Mutual Fund Inflows Increase Significantly in 2018

    Net inflows to mutual funds on the Pershing platform reach $8 billion in the first quarter of 2018

    According to the Pershing Asset Flows Barometer, launched today by BNY Mellon's Pershing (Pershing), net inflows to mutual funds on the Pershing platform reached $8 billion in the first quarter of 2018, a 68 percent increase compared to the same period in 2017, pointing to a renewed interest among financial professionals in mutual funds.
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  • Rethinking Technology Within The Investor Experience
    Rethinking Technology Within The Investor Experience

    Technology Solutions Must Deliver the Best Client Experience Across the Wealth Management Landscape

    At INSITE 2018, BNY Mellon's Pershing (Pershing) called on attendees to rethink how they leverage technology and streamline the investor experience to combat increased competition from both rival firms and tech upstarts. Pershing's Chief Information Officer Ram Nagappan urged advisors to avoid falling into the common misconception that only younger generations are interested in tech-powered…
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  • Fixed Annuities On The Rise
    Fixed Annuities On The Rise

    Industry wide sales sales overall total $50.5 B, up 1.2%

    The Insured Retirement Institute (IRI) today announced final first quarter sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity sales in the first quarter of 2018 totaled $50.5 billion, a 1.2 percent increase over sales of $49.9 billion during the fourth quarter of 2017, and…
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  • Are Firms Ready for the Impact of Private Equity on the Wealth Management Industry?
    Are Firms Ready for the Impact of Private Equity on the Wealth Management Industry?

    How private equity is reshaping the M&A landscape and increasing options for independent advisory firms

    Fidelity Clearing & Custody Solutions®, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), broker-dealer firms, family offices, retirement recordkeepers and banks, today released the Insights on Sources of Capital and Independence report, examining how private equity is impacting the M&A landscape.
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