The financial advice landscape in the US is being reshaped by a number of forces, but what factors will have the most impact on the industry over the next few years?
Managing relationships is vital to the success of any organisation. This is especially so for institutional investors tasked with managing multiple relationships with asset managers.
As a new decade ushers in a new set of challenges, professional buyers who research and select funds will become an even more integral part of the asset management value chain.
Fund Management 2.0 is the next critical stage in the evolution of an industry ripe for modernisation.
ESG investing may have moved into the mainstream but it is not yet mature.
Optimists have a tendency to hail the notion of boundlessness as well as the absence of limits. Unfortunately in reality, constraints and limits do exist – sometimes this is good and other times less so.
There are two broad themes impacting investors globally at present; hysteresis and uncertainty. Arguably there is a third background theme of financial repression, but if we focus on the two main themes of hysteresis and uncertainty and deal with the latter first.
The dangers posed by ageing populations rank alongside climate change as one of the gravest challenges facing humankind. And the impact of the demographic time bomb will hit retirees especially hard.
Big bucks, big bonuses, big margins, big deals, big egos… big is good on Wall Street.
Or so it used to be.
Could new regulations in the US see mass market investors struggle to access financial advice?
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