11/03/2016
Asia's Wealthy Trapped in Bad Investment Habits
Diversification and high returns are important to them, but there's little appetite for alternatives
Research
11/03/2016
2016 State of Banking – Free Analyst Report
In Today's Digital World, Person-to-Person Interaction Is Still Key
11/03/2016
Half of Banking Customers Globally Now Using FinTech Firms Finds World FinTech Report 2017
The inaugural report quantifies and tracks customer response to the rise of FinTechs, includes the views of financial services industry executives at both FinTech firms and traditional financial institutions2, and summarizes how innovation is key in the e
11/02/2016
Underwriting Rebooted: Responding to Real-Time Data - Capgemini
Organizations that leverage digital capability to help their customers understand and contain their unique and evolving risks will help lead the way into the future.
11/02/2016
Low-Cost Portfolios and Digital Advisors: Does Simple Mean Better?
"Nearly three-quarters of advisors we surveyed agree that active and passive investments complement each other."
11/02/2016
Saudi Wealth Fund May Be World’s Least Transparent
Fund set to take ownership of Saudi Aramco names none of its investments, institute notes
11/02/2016
Impact Investing – from niche to mainstream
There is an increasing recognition that publically traded corporations have the ability to generate significant environmental and social benefits.
11/02/2016
The Global Gender Gap Report 2016
The study quantifies the magnitude of gender disparities and tracks their progress over time, with a specific focus on the relative gaps between women and men across four key areas: health, education, economy and politics.
11/01/2016
How Tidjane Thiam Is Overtaking Sergio Ermotti
He was in talks with another bank about a back-office cooperation to allow both companies achieve further cost cuts.
11/01/2016
How The Wealthy Harvest Losses For Gain
Family offices know that the only returns that matter are those that they keep, after taxes.
11/01/2016
China’s Rich Eye Property Abroad
According to the report, 56 percent of those surveyed said currency depreciation was a concern.
10/31/2016
The rich get richer in Vietnam's bull market
It took 500 richest people on the stock market to accumulate that much wealth.
10/31/2016
Valuable Investing Lessons Your Cat Can Teach You
These purr-fect reminders shouldn't be taken for granted.
10/31/2016
Managing political risk in investment portfolios - Unigestion
It has been an economic game changer
10/31/2016
Six In Ten Chinese Rich People Are Diversifying 15% of Wealth Portfolios
Domestic investment opportunities are difficult to come by and offer very low profitability
10/31/2016
US most likely country to see high-net-worth Chinese immigration
Affluent Chinese individuals are most interested in overseas property within the U.S.
10/31/2016
Ethical investment: despite a sweet spot for performance, funds still widely ignored
On first impressions it may seem surprising that over the past decade the amount of money invested in ethical funds remains so modest.
10/28/2016
Loose change: Most Family Business without Succession Plan
The British support group said it interviewed 250 UK and 1000 global businesses.
10/27/2016
How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
10/27/2016
Wealthy Baby Boomers Set Standard For Millennials’ Wealth Management, According To SEI Survey
The digital survey was conducted among 282 ultra-high-net-worth individuals.