Research

Ten Charts That Explain What Advisors Think of Hedge Funds

Thu, 07 Aug 2014 14:31:00 +0000

Alfred Jones is credited with constructing the first hedge fund structure in 1949, but hedge funds didn’t reach a wider usage until the 1970s. Yet despite hedge funds almost 50-year popularity, one in four advisors still say they’re not familiar with hedge funds.

New Advisor Models Threaten Legacy Managers

Mon, 19 May 2014 17:43:00 +0000

As the number of advisors who rely on legacy managers diminishes, some fund families will have to evolve if they want to stay relevant

The growth of fee-based compensation and new portfolio construction methods among advisors threatens brand name money managers that many advisors have traditionally relied upon, according to a new Casey Quirk study.

Breaking Down Brokerage Firms

Mon, 28 Apr 2014 15:58:00 +0000

Research done by the Rummage Group showing brokerage firm model types by entrepreneurial scale, payout range and payout after expenses.

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Advisor Confidence Drops

Fri, 28 Feb 2014 20:49:00 +0000

Financial advisors say their optimism over the state of the economy and the future of the equity markets, while still positive, has waned in the past month.

White paper: AdvisorBenchmarking All-Channel Report

Thu, 12 Dec 2013 16:23:00 +0000

This white paper highlights some key findings from the 2013 AdvisorBenchmarking All-Channel study, a comprehensive study of over 2,400 financial advisors across all channels.

The inaugural All-Channel study includes data and insights on financial performance, practice management and operations, investment management, alternative investments, exchange traded funds, marketing and client relations, and the economic and business outlook.

Advisors on Their 2014 Economic Forecasts

Thu, 05 Dec 2013 14:58:00 +0000

Advisors' overall outlook has particularly dimmed when predicting where the economy is headed over the next 12 months, according to our Advisor Confidence Index. Here are some top advisors' forecasts for 2014.

Gallery: Old vs. New Money- The Top Industries of the Ultra HNW

Tue, 01 Oct 2013 13:30:00 +0000

How do ultra wealthy individuals generate their money? We take a look at the top five industries from which old and new money can trace their fortunes.

2013 AdvisorBenchmarking RIA Trend Report

Wed, 18 Sep 2013 18:55:00 +0000

A Comprehensive Analysis of the RIA Channel and Best Practices of Top Firms

For over a decade the annual AdvisorBenchmarking RIA Trend Report has provided registered investment advisors with data and insights to help them better manage and grow their practices—from marketing and client relationship management to business policies and investment style.

WealthManagement.com Advisor Confidence Index Shows Advisors’ Short-Term Optimism

Thu, 01 Aug 2013 13:46:00 +0000

Advisors’ view of the current economy—and the stock market—is turning more favorable, yet they are less optimistic about the future

Financial advisors overall are increasingly optimistic about the economy and the stock market, but their view is tempered somewhat by those who perceive a dark cloud looming further out into the future.

Generational Wealth Transfer

Tue, 23 Jul 2013 19:14:00 +0000

Research Survey: June 2013

Advisors understand the importance of discussing non-financial topics, such as family unity, with their clients. Advisors indicate that poor communication in general and poor communication about wealth transfer, along with mistrust, most often contribute to the disruption of family dynamics.