Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
July 14, 2020 by
State Street's John Lehner sees "an opportunity for asset managers to provide more strategic views and forecasts through technology, such as podcasts, webinars and video conference calls.”
Wells Fargo/Gallup study: Investor optimism fell 18 points from a year ago
July 26, 2019 by
"While we do not see a recession in the near term, in many ways we are still recovering from the last one — which left a deep scar on many investors," says Wells Fargo's Tracie McMillion.
Wells Fargo: US investors want Fed to halt rate hikes
January 7, 2019 by
”Our current outlook is for three additional rate hikes over next year before the Fed ends its current rate hike cycle,” said Wells's Brian Rehling.
Natixis Outlook: Institutions prepped for increased volatility, end to bull market
January 6, 2019 by
“Our research shows institutional investors are already positioned for the potential market turbulence on the horizon,” said Natixis's David Giunta.
Exposure to sustainable investment rises with affluence levels, says UBS
October 1, 2018 by
Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.
Wells Fargo: investors are optimistic but still wary of market volatility
July 15, 2018 by
“Investors appear to be sleeping with one eye open," says Erik Davidson, CIO of Wells Fargo Private Bank. "They are optimistic, but they have clear concerns about what factors could impact markets and drive volatility.”
Spoiled by 2017 returns, individual investors are poised to react poorly to market volatility
June 12, 2018 by
“After an exceptional year in 2017, volatility is back, and investors are feeling as uncertain as the markets,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
BlackRock: Boomers missing out on ETF revolution
February 10, 2018 by
“Boomers, who came of age during one of the most extended bull markets in memory, may still be holding onto a stock-picking mentality,” says Martin Small, head of US iShares at BlackRock.
BlackRock: Global institutions look to real estate, hedge funds and infrastructure as stock valuations peak
January 29, 2018 by
BlackRock's Edwin Conway says his clients' two-pronged strategy for navigating risk and volatility is to maintain cash levels and selectively take active positions in alternatives and other illiquid vehicles.
