Results for Asset Management

Asset management is a giant business. In 2019, the top 500 largest asset managers worldwide oversaw $104.4 trillion worth of assets, according to Thinking Ahead Institute by Willis Towers Watson.
These stratospheric numbers might make the term asset management seem way beyond your world. But asse

Have you ever wondered if what your investing in is the right thing for you? If you have you are asking about investment management. Investment management is the professional management of various securities and assets

The asset tracking IoT device market will triple — from 22 million to 70 million devices — by 2022.

Focusing on what you can control can lead to a better investment experience. At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide a

401(k)’s make up a large percentage of many people’s retirement savings. These days, it’s not uncommon to change jobs several times over ones career, which can potentially mean having 401(k)’s scattered across different companies, in danger of being forgotten or invested improperly.  Read b

How can Asset Management Systems complement GIS systems?

YOUR OPTIMAL FINANCIAL WORLD -How Driven Entrepreneurs Benefit from High-Performing Virtual Family Offices. In this talk, we go over characteristics of driven entrepreneurs, maximizing business success, family offices (single & multi) and the success equation. We explain how to get access to the

Flash Report Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at ever

Make sure you have considered the financial, emotional and legal implications of "officially" moving in together before taking the plunge. Key Takeaways: The latest U.S. census data show there are now more nontraditional households in America than at any other time in our nation’s h

There are several different 401(k) and IRA retirement plan options that allow for the same tax treatment as a 401(k), but each has different contribution limits and costs. The different options a business owner should consider include several different 401(k) types, the SIMPLE and SEP IRA, and defin

While you’re filing your 2019 tax returns, there’s no better time to start planning for 2020. Here are a few helpful tips to consider.

Now that tax season is over, really over, you need to give yourself the gift of planning ahead. There’s truly no bad time to consider what you want to happen to your assets in the event of a trauma such as divorce or death. In fact, doing so can give you peace of mind now, knowing that your loved ones will be taken care of and your wishes will be carried out
If that isn’t enough to persuade you to get started, or…

Artificial intelligence and machine learning are already having a big impact on financial services. Chatbots are taking over online customer service, robo-advisors are automating asset management, and fintech companies are investing significantly in AI-powered solutions. Credit unions have a unique opportunity in the AI-driven future. With access to so much member data, credit unions can …

Ken Weber of Weber Asset Management talks the most common retirement missteps people make, and
what you can do to make your money last longer. Plus, why you should apply for financial aid for your child even if you're wealthy.

Earlier this week, Advisory HQ released a study detailing the average fees financial advisors charge across the country (How Much Does a Financial Advisor Cost?). I get a bit preachy when it comes to fees but today I’ll keep my soap box time to a minimum. Instead I’ll focus on some simple facts that I think are worth considering for anybody who currently has a financial advisor or is looking for one
Quick AUM fee refresher from Advisory HQ:
Charging each client a…

Your data, only better. Your decisions, better-informed. We get GIS done for you. Make your job easier with Erdman Anthony’s Geographic Information System (GIS) services. Get better results in communication, record-keeping, and asset management. Case Study: National Fuel Gas Company's Pipelines National Fuel Gas Company needed to construct 16 miles of pipeline, ranging from 8 to 24 inches and including all necessary appurtenances and tie-ins, at…

Many of thebiggest asset management firms are developing ratings systems and publishing research and voting policies on environmental, social, and governance issues, according to SquareWell Partners.

Asset managers must accept that the introduction of blockchain, securities financing transaction regulation (SFTR) and Brexit will have a significant impact on liquidity management activities such as collateral and securities lending. What do asset managers need to be aware of to keep up?
Use of blockchain technology can help the asset management industry to standardize, centralize and offer increased transparency of financial transactions. For example, ING Bank and Credit Suisse carried...

More service, lower fees may be in the future for advisers competing against big brokerages
Mar 18, 2012 @ 12:01 am
By Lavonne Kuykendall
Prospective clients rarely have asked adviser Lee Munson to justify his asset management fees. That is, until now, he said
One prospective client recently asked him about an online service she had found that would automatically re-balance her investment holdings every six…

Posted by Gary S. Williams, CFP®, CRPC®, AIF® and Nicholas A. Ibello, CFP®, AIF on Tue, 06/05/2018 - 13:14
When a privately held company issues its stock to the public for the first time, the excitement is often palpable. An initial public offering, or IPO, can be alluring to investors hoping for a chance to purchase a new stock before it takes off
But getting in on the ground floor has its risks. High demand doesn’t always mean a stock will be a…