05/20/2016
Robo-Advisors to Target High Net Worth Individuals Through Innovative Business Models
The robo-advisors are constantly being upgraded and modified to serve the ever-growing needs and markets.
Research
05/19/2016
Impact investors keen on South Asian markets, hints GIIN survey
According to the GIIN survey, respondents committed a total of $15.2 in 2015 and are likely to commit $17.7 billion in 2016
05/19/2016
Scientists, investors seek to identify financial risks of climate change
Representatives of BlackRock, the world’s largest asset management company, World Bank Treasury, Swedish pension fund AP2, Nordic bank SEB and Norwegian bank DNB would be among those on an advisory board
05/18/2016
Digital transformation pushing asset managers to passive, data-driven investments: Moody's
The ratings agency noted that the biggest digital disrupters to the asset management industry will be the rapid growth of "strategic beta," the rise of robo advisors and the increasing use of big data.
05/18/2016
Big Law Firms See Strongest Revenue Gains Since ’08, Survey Finds
Despite some turmoil in the legal industry, the Citi law group report found that the rates lawyers charge for their work climbed 3.2 percent in the first quarter from a year ago.
05/17/2016
60 per cent of wealth managers under threat from superior technology, reveals Delphix
Asset managers need to develop their use of technology to continue attracting and retaining clients
05/17/2016
Product Differentiation Remains Key To Getting On Fund Lists
Having the right product fit and how to differentiate their funds from peers were among the key challenges cited by asset managers.
05/16/2016
Technological Advances Changing the Way Providers Address Wealth Management Solutions
According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.
05/13/2016
Too big to fail: Is platform tech about to crumble?
Experts say the consolidation of the market is a result of the increasing complexity of regulatory compliance
05/13/2016
Isle of Man welcomes drive towards global anti-corruption standards
The Chief Minister explained: “If we are ever to defeat corruption, every nation needs to sign up. We need action, not fine words.”
05/12/2016
White Paper The role of wealth management in serving millenials
This means that they represent an essential client-pool for financial advisors and a vital acquisition/retention opportunity for credit unions.
05/12/2016
Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation
Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.
05/12/2016
SS&C GlobeOp Hedge Fund Performance Index: April performance 1.19%
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.53% in May.
05/11/2016
Indians see average wealth soar 400 per cent in 10 years
This compares poorly to other developed markets as the average wealth of a person in Australia has increased by over 100 per cent and in Canada by over 50 per cent in the same period.
05/11/2016
Top Five Wealthiest Hedge Fund Managers Each Made Over $1 Billion in 2015
Hedge funds are private investment pools that are largely unregulated.
05/11/2016
The British Politicians Serving the World's Super Rich
Like other private offices, J. Stern was set up to look after the riches of one family – the Sterns, a European banking dynasty – before branching out and offering its services to other super rich folk.
05/11/2016
How The Rich Live Now: Supersonic Jets and Submersible Yachts
The conflicting values of the super rich, who don't want to leave a digital or ecological footprint
05/11/2016
Phoenix Financial PR shortlisted in Citywealth's Brand Management & Reputation Awards
Phoenix is delighted to be shortlisted in the category 'PR Agency of the Year'.
05/10/2016
Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation
This research should make the industry sit up and take notice.
05/10/2016
High Flyers: Why Women are leading more Enterprises than ever before
She quickly rose through the ranks and was appointed president in 2013 and chief executive in December of last year, finally succeeding her father at the helm of the 95-year-old firm with annual revenues of $489 million.