08/17/2021
But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri
08/16/2021
The US market is just finishing its reporting season with over 80% of companies announcing improved results and I suspect we will follow suit.
08/16/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi
08/16/2021
The reforms potentially leave Chinese equity markets in no man’s land.
08/16/2021
August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.
08/13/2021
Philanthropy 2021: 'Doing Better at Doing Good'
Many philanthropic funders rose to the occasion and expanded their grants programmes to accommodate the uncertainty and increasing need.
08/13/2021
Fintech Experts Warn Against CBDC Overhype
But while it may be prudent to conduct due diligence exercises to understand new developments, it may not necessarily be sound for everyone to act on such information.
08/13/2021
Swiss financial center: vaccination incentives instead of compulsion
Most financial institutions in Switzerland don't seem to be in a particularly hurry to get their employees back into the office.
08/13/2021
Swiss Finance is Laid Back on Return to Office
As a result, none of them said they had specific measures in place to entice people back onto company premises.
08/13/2021
How can you manage compliance more effectively in wealth management?
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
08/13/2021
Investors can take their own risks but should receive what they were promised
08/12/2021
Why Every Executive Should Be Focusing on Culture Change Now
To make transformation a reality in their businesses post-pandemic, leaders must build a strong culture to support it.
08/12/2021
Latest figures suggest women will collectively hold $93trn by 2023
08/12/2021
The new implementation will allow for the use of derivatives, albeit with restrictions, new reporting capabilities and implementation of a more robust risk management framework.
08/12/2021
This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021.
08/12/2021
NFT’s could be a vehicle to legitimize ill-gotten gains for the crypto elite.
08/11/2021
In both Europe and the Americas, traditional banks, brokers, and financial advisors are preferred by most mass affluent individuals.
08/10/2021
Some things are forecastable.
08/10/2021
These cases also show that while anonymous shell companies and complex corporate structures remain the most popular money laundering techniques
08/10/2021
Governments are keen to help their citizens develop in these areas, but it is hard to devise curricula and the best learning strategies without being more precise about the skills needed.