06/28/2017

Creating Value: The BVI's Global Contribution

The headline message is that the BVI’s international business and finance centre mediates over US$1.5 trillion of investment globally and that BVI mediated investment contributes over US$15 billion in tax annually to governments around the world.

06/27/2017

Meet the Midults: An Overlooked Audience

The transfer of assets to the next generation therefore needs to be considered from both of these angles – the customer’s personal wealth and the relationship manager’s book of clients.

06/26/2017

Trends, technology help make advisors better: Study

Just more than half, or 54 percent, of Americans trust the financial services industry. Similarly, only 51 percent of industry survey respondents said they had a "positive" impact on society.