Surveys/Studies
A new survey from a global investment firm has found that U.S.-based RIAs are interested in adding new exposures to international and equity ETFs in their client portfolios.
Nonprofits portfolios are becoming less liquid as private investment adoption continues, according to a new survey.
A recent webinar showed that investor demand for private assets is creating more need for customized private asset portfolios.
Many asset managers are reassessing where they can create the greatest value and where strategic partners can help support their growth, a new study finds.
Hesitation around artificial intelligence has evaporated rapidly among defined contribution consultant and advisory firms in the past year, according to a recent study.
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
A new report found that foundations saw double-digit returns for the third consecutive year, marking the longest such streak in one study’s history.
A new study finds that the time saved through outsourcing creates capacity for higher-value work.
As product complexity increases, asset managers are looking to optimize their organizational structures to maintain competitive relevance, according to a new report from Cerulli Associates.
A survey found fewer community foundations are hiring or considering hiring diverse-owned managers, among other findings.
