02/10/2015
Demographic, technological, and market changes are dramatically impacting the way financial advisors interact with clients and define successful client relationships according to "The Next Wave of Financial Planning," released today by SEI.
02/09/2015
Nine in 10 asset manages are either ‘very’ or ‘somewhat’ confident about revenue growth this year
02/06/2015
But it is still time for America to move on from the Gnomes of Zurich
02/05/2015
No one could accuse Balfour of being afraid of graft
02/05/2015
Higson says the most surprising revelation was that large family offices were not able to demonstrate economies of scale
02/05/2015
The demand for specialist tailored advice could increase because of a growing number of high net-worth individuals in the UK
02/05/2015
SEI Wealth Platform’s Brett Williams highlights the opportunities and challenges facing wealth managers and advisers.
02/05/2015
Battlegrounds Want Change in Direction, Favor Tax Hike For Wealthy
02/05/2015
The smaller companies specialist Unicorn Asset Management has the strongest performance of any equity fund provider in the UK over five years
02/04/2015
Four-fifths of Financial Services Professionals “significantly” Concerned over Reliance on Financial Models
New research(1) has found significant concerns among senior financial services professionals over the increasing use and reliance on financial and economic models in the financial services industry
02/04/2015
India has edged out crisis-stricken Russia in a ranking of the world’s billionaires, for the first time claiming third place behind the United States and China
02/04/2015
This Year as Industry Pins Hopes on Regulated Exchanges
02/04/2015
Study finds that onboarding can take up to 34 weeks and cost up to $25,000 per client
02/04/2015
E-commerce as a share of total retail sales may soon be larger in emerging markets than in developed countries. The demand in the nine countries surveyed by Credit Suisse is driven by expanding incomes and rising Internet access.
02/04/2015
Then there’s also the royalties he gets from books he has written
02/04/2015
In a note first released in December, JLL said Asian and Middle Eastern investors allocated $10bn-$12bn in 2013 in real estate outside their home markets.
02/04/2015
A number of the regulatory hot topics I expect to be prominent this year have been around a while already. Certainly, suitability of advice to clients and the costs of providing that advice will remain at the top of the pile.
02/04/2015
The most debilitating aspect of overpricing failure is not the consequences of any particular failure event, but the double whammy that the pervasive fear of failure creates.
02/03/2015
Gen Xers and Baby Boomers are twice as likely to describe themselves as pessimistic than their Millennial counterparts.
02/02/2015
Singapore Millionaires Aim For Asia-Pacific Domination
Singapore may soon become the prime location for private banking in Asia-Pacific, if political tensions in Hong Kong continue to buildSingapore may soon become the prime location for private banking in Asia-Pacific, if political tensions in Hong Kong cont