11/20/2017
Netwealth, Hub24 growth a sign wealth management incumbents are struggling
The year to June 2018 is shaping up as another year of net outflows from the investment management division,
Comment & Analysis
11/19/2017
Everybody is outraged about offshore investment funds – because nobody understands what they are or what they do
The offshore investment fund does not change the tax position.
11/19/2017
OPINION: Keeping Millennials, Generations X and Y, and Baby Boomers happy
There is a strong need for effective balance and convergence of their physical infrastructure with digital enablers such as the cloud, so as to retain a foothold legacy customers while accelerating their digital transformation strategies.
11/19/2017
Who decided that keeping money in ‘paradise’ is a crime? We should all thank havens
Offshore tax accounts are, on balance, a very good thing. Here’s why
11/19/2017
Bankers Continue to Sound the Bitcoin Alarm
A JP Morgan spokeswoman responded,”There is nothing more important to us than the safety and soundness of the global monetary system.”
11/17/2017
deVere CEO demands ‘firm action’ from Sec. Mnuchin on fatally-flawed FATCA
The requirement for all banks around the world to provide detailed information to the IRS about American account holders outside the United States has resulted in banks refusing service to them.
11/16/2017
The state of the deal: M&A trends 2018
The results of our fifth survey, The state of the deal: M&A trends 2018, point to strong deal activity ahead.
11/16/2017
Advice the face of wealth management evolution
Advice has become so regulated that it has preserved the rich.
11/16/2017
Global Wealth Report 2017 - RESEARCH
According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.
11/16/2017
You're not rich until you have $100 million, say rich people
An analyst from U.S. Trust estimated the hypothetical couple would need to have a net worth of $190 million to sustain this lifestyle.
11/15/2017
Markets Just Got Too Rich for Private Wealth Manager Cashing In
In Asia, the sell-off extended to a fourth day on Wednesday, after a regional gauge hit a decade high last week.
11/15/2017
EMEA sub-advised fund industry sees 1.7 per cent growth in Q3
Liquid Alternative funds have seen 19.3 per cent YTD AuM growth.
11/15/2017
Most Wealth Managers Are Not Knowledgeable When It Comes To Private Placement Life Insurance (PPLI)
PPLI And Private Placement Variable Annuities Can Be Very Powerful Ways For Affluent Individuals To Grow Their Wealth
11/14/2017
High-net-worth investors laser-focused on outcomes and standards - RESEARCH
High net worth clients believe in the importance of advanced voluntary standards for their advisors.
11/14/2017
St. James’s Place – 'Brexit pressures rise on weakened government'
The UK passed the midpoint between the EU referendum and the UK’s EU exit date, with a deal still distant
11/14/2017
Hawksmoor’s Award-winning Distribution Fund tops £100m
Daniel Lockyer, CIO & Senior Fund Manager at Hawksmoor said: “This is great news for the Hawksmoor Fund Management team, as our managed Funds continue to go from strength to strength.
11/13/2017
November: Remember by Penny Lovell
Firstly, I stumbled upon an article which said that millennials are far more to be satisfied with their salary and standard of life than the average baby boomer.
11/13/2017
Kochie’s tips for making wealth last once you hit retirement
The first step is to understand the threat, think about it, and plan on avoiding it.
11/13/2017
Close to the edge by Tim Price
On the basis of these facts alone, what do you think would happen to global stock markets ? Would they be higher, or lower – and perhaps much lower ?
11/13/2017
Trusts & estates lawyers are operating in turbulent times
What Are The Key Concerns Of Trusts And Estates Lawyers?