07/01/2016
Networks and Platform Based Business Models Win in the Digital Age - Wharton
Evidence based management, big data, and machine learning provides cutting edge insights into business model performance
Research
07/01/2016
Asset Managers Set Their Sights on UK Wealth Managers
In addition, every DFM that responded to Cerulli's 2016 survey reported at least some level of investment in passive strategies.
07/01/2016
Adviser commitment to tech relationships falling
The research showed that planners are showing an increased focus on lowering costs through every aspect of their businesses
07/01/2016
Citi Awarded Top Ranking in Global Investor/ISF Custody Survey
The survey’s results are based on feedback provided by asset managers and banks who rated their custodians across 18 categories.
06/30/2016
Little Clarity for Overseas Wealth
‘Funds and wealth businesses with EU registration and branches will be able to exploit their position best, and I expect Dublin and Luxembourg to benefit from the vote.’
06/29/2016
Wealth of UHNW Households in Qatar Seen Growing by 14.5%
Private wealth held by UHNW households in Qatar is expected to grow by an impressive 14.5% in the next five years.
06/29/2016
Regulatory Handcuffs Will ‘Kill 30% Of Swiss Banks’
Since the 2008 financial crisis, the financial industry has borne the brunt of new regulations, both in Switzerland and in other countries.
06/29/2016
Banks Unhappy with Skills Shortfall in Dealing with Customer Data
International Survey of Experts on Digital Banking:
06/28/2016
Private Wealth Held by Ultra-High-Net-Worth Households in Bahrain is Poised to Increase by a Healthy 16.1 Percent over the Next Five Years, BCG Report Finds
Over the next five years, wealth in the Middle East and Africa region is set to reach $11.8 trillion--and Saudi Arabia, the UAE, and Kuwait's contribution will account for 22.7 percent of that sum.
06/28/2016
Offshore Vehicles Borrow Names of Fund Managers
These private equity firms denied any connection with the offshore vehicles exposed in the documents.
06/28/2016
Revealed: Income generated from Royal Family's property empire
A £1.5 billion regeneration of Regent Street and St James's helped the group let out all of its West End shops.
06/28/2016
How Far Are Adult Kids Willing to Go to Help out Aging Parents? Much More Than Parents May Think, According to Fidelity Study
Despite this welcome news for parents, the study suggests several areas where they need to speak up to ensure their wishes are heard
06/28/2016
Traditional FAs Miss Out by Ignoring Less Wealthy
In addition, almost one in three U.S. consumers say they either own a wealth management account or have a relationship with a financial institution
06/28/2016
Gold Veteran Says Brexit May Be Start of ‘Major Bull Market’
Gold has soared after the U.K.’s vote last week to quit the European Union as investors seek a haven from financial turmoil and contemplate the possible implications.
06/27/2016
Platforum: What opportunities remain in European platform market?
Those with lower levels of concentration have more open architecture distribution and provide more scope for foreign funds.
06/27/2016
The Perfect Financial Crime
Using data going back to the late 19th century, he found that the US financial sector generated no increase in productivity at all over 130 years.
06/27/2016
Global Challengers and Champions Defy Tough Times and Keep Growing
BCG Identifies 100 Large, Ambitious Companies From Emerging Markets and Nearly 1,500 Smaller, Faster-Growing, and More Profitable Ones
06/27/2016
What the UK’s anti-EU vote means for luxury
Also worrisome is the issue of free movement of labor within the E.U. Border controls
06/27/2016
11 Things You Should Do In Your 20s To Be A Millionaire by 30
To help you reach the seven-figure mark by 30, we rounded up 11 pieces of advice from people who became millionaires at a young age and people who have studied hundreds of self-made millionaires.
06/24/2016
Wealthy Russian Families Lose Up to 75% of Their Income in 2015
There at least 100,000 families with such an income in Russia, and 84,000 of them are in Moscow, according to the report.