Industry

TIGER 21 releases Q2 allocation

TIGER 21 has released its latest asset allocation report, providing a snapshot of how an important segment of North America’s affluent investors position their portfolios for wealth preservation. The report represents investment exposure as of the end of the second quarter of 2013.

By Staff |July 12, 2013

2 min read

Wealth managers must adapt to new realities: PwC

Despite the resurgence of global wealth to nearly pre-2008 levels, the wealth management industry is facing significant margin pressure caused by stringent and costly regulatory requirements, uneven growth across geographic markets, loss of certain types of fees and subdued client activity, according to a report from PwC.

By Staff |July 11, 2013

3 min read

Advisors, clients benefit from fiduciary standard: FPC

Broker-dealers working under a client-first standard experience greater success compared to those operating under a suitability standard, and without a significant increase in costs, according to a study commissioned by the U.S.-based Financial Planning Coalition.

By Staff |July 11, 2013

2 min read

Greece’s jobless rate hits new high

In April 2013, Greece’s jobless rate reached a new high of 26.9%.

July 11, 2013

1 min read