For the most part, individual investors and consumers have been encouraged to choose a single advisor to handle their finances. “While this is certainly a good idea, some clients have taken this a step further by using more than one

Here are Agecroft Partners’ 14th annual predictions for the biggest trends in the hedge fund industry for 2023. These predictions are based on dialogue with more than 2,000 institutional investors located globally and hundreds of hedge fund organizations.

Through early May 2022, the S&P Index was down nearly 13% from its December 31, 2021, recent high. Others — the Dow, NASDAQ, bond markets — also continue to struggle with volatility and investor uncertainty.

In 2021, half the consumers in America thought financial advisors were too expensive, while almost all who used an advisor said they were worth the money, according to a new survey.

Much has been written recently about the wealth gap in the United States. The growth in income in recent decades has tilted to upper-income households, according to The Pew Research Center. “At the same time, the U.S. middle

The impact of the labor shortage on the financial and business services sector in the U.S. could amount to $436 billion by 2030, according to a recent report from Korn Ferry, the global organizational consulting firm.

The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth

Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double

Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.

A year jump-started with robust economic growth in the United States, 2021’s initially fast recovery shifted to lower gear as inflation worries, the persistence of the COVID-19 Delta variant, and supply chain woes emerged as speed

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