Planning and Advice

Affluent European investors report DIY confidence Fallback Image Decorative pattern

Industry

Affluent European investors report DIY confidence

Affluent European investors are confident they can construct their own portfolios, reveals research by Cerulli Associates. In Germany, Switzerland and the U.K, at least 60% of survey respondents say they are either “fairly” or “very” confident in their ability to adopt a do-it-yourself (DIY) approach to investing. The one holdout is Spain, where only 26% […]

By Staff |November 21, 2016

2 min read

How you’re responding to short-term investment pressures Fallback Image Decorative pattern

Economic Indicators

How you’re responding to short-term investment pressures

To weather volatile markets, advisors seek active management strategies, but they might not realize the full effects of those strategies if they change tack too soon. Canadian investment professionals allocate 76% of total assets under management to active management, reveals a survey by MFS Investment Management, with 60% saying active management has superior risk-management controls […]

By Staff |November 21, 2016

2 min read

U.S. advisors not shaken by election results: survey U.S. advisors not shaken by election results: survey

Industry

U.S. advisors not shaken by election results: survey

More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals

By Staff |November 18, 2016

1 min read

In the advisory world, size matters Fallback Image Decorative pattern

Industry

In the advisory world, size matters

On average, retail revenue rose about 6% annually from 2011 to 2015, outstripping annual operation cost increases, which are only about 2% per year, says new letter from the IIAC.

By Staff |November 17, 2016

2 min read