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Retail Assets Near Institutional Assets in 2023 for First time in a Decade

U.S. retail client channels comprised $30 trillion in assets at the end of last year, while institutional assets hit $30.9 trillion, according to a new Cerulli report. ....

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Fidelity Investments® Study: Women Tapping Into Their Financial Superpowers to Gain Ground With Their Money

Fidelity Investments® Study: Women Tapping Into Their Financial Superpowers to Gain Ground With Their Money
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Asset managers see ETFs as biggest opportunity among investment vehicles – Cerulli

For the first time, asset managers say ETFs are the biggest opportunity among investment vehicles, surpassing institutional separate accounts, a Cerulli report said. ....

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Private equity a victim of its own success | Asia Asset Management

Private equity is only likely to outperform equities by a few percentage points, not the 25%-plus returns of the past. ....

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SEI Launches Enhancements to Advisor Technology Suite

/PRNewswire/ SEI® (NASDAQ: SEIC) today announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI. ....

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