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Affluent investors ended the first half of the year on a sour note, their confidence slipping seven points in June, to minus-12 on Spectrem Group's Affluent Investor Confidence Index, but advisers say that falling confidence presents an opportunity rather than an obstacle.
July 15 -
Despite investor concerns about a global economic recovery, BlackRock's Bob Doll and Deutsche Bank's Ben Pace are optimistic.
July 15 -
In its long-awaited concept release on the proxy “plumbing” process, the Securities and Exchange Commission on Wednesday sought public comment on making changes to the proxy voting and distribution system but fell far short of advocating any major overhaul.
July 15 - Money Management Executive
Standardize the data. Automate the reconciliation. That is how fund managers have to keep costs down, as trading volumes grow and the types of assets being exchanged multiply.
July 14 -
If the fund management industry thinks it’s gotten away scot-free on the Dodd-Frank financial regulation reform bill—and several senior fund executives went on the record last week to say it has no impact—the industry’s got another thing coming.
July 14 - Money Management Executive
July 20 - The Boston Consulting Group, Inc. - 2010 Global Asset Management Report - 8:15 a.m. - 9:30 a.m. BCG's New York Office at 430 Park Avenue (between 55th and 56th). For more information, please contact David Fondiller at 212/446-3257 or fondiller.david@bcg.com
July 14 - Money Management Executive
To paraphrase George Orwell’s science-fiction classic, Nineteen Eighty-Four, in which the government takes mind control of all citizens — the same could happen to mutual fund advertisements in 2012. That’s when past performance could go down "Memory hole."
July 14 -
Twelve percent more fund managers surveyed this month by Bank of America Merrill Lynch forecast that the global economy will deteriorate in the next 12 months, than said the economy would grow. Last month, the net result of the survey was that, on balance, 24% more fund managers predicted the global economy would pick up steam, than lose it.
July 14 -
An age-old standard, gold, was one of the most touted alternative investments at the Morningstar 2010 Investment Conference in Chicago last month.
July 13 -
Securities and Exchange Commission Chairman Mary Schapiro said ishe personally backs a blanket fiduciary standard for advisers.
July 13