08/28/2019

PIMFA launches results of 2019 CEO Sentiment Report

The CEO Sentiment Research Series was originally launched in 2016, to be an informative canvass of member CEOs on their views each year regarding the issues for focus or concern within the wealth management and financial advice industry.

08/27/2019

SEI embraces intelligent automation

This is possible because it can help businesses to better streamline workflows, reduce redundancies, and overcome the growing complexity of data management.

08/19/2019

More Thais joining the ranks of the rich

Thailand's gross domestic product (GDP) expanded 4 per cent last year and it is forecast to expand 3.7 per cent this year. "Growth is here," Magnenat said.

08/19/2019

The characteristics and incomes of the top 1%

At the same time 18 per cent of the highest income tax payers in the UK derived their main income from being members of a partnership, either a limited liability partnership (LLP) or other types.

08/18/2019

The demographic divide

The faster solution to these demographic challenges is to raise the retirement age.

08/18/2019

Distribution of wealth in cryptocurrencies

The rationality behind this is that the single number (index or coefficient) gives us the ability to compare one country to another in terms of how evenly the wealth is distributed across the population.

08/16/2019

Wealth Management Super League Market

This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.

08/16/2019

Whitepaper: Turning Heirs into Clients

Our newest white paper, Turn Heirs Into Clients, spells out a number of practical steps advisors can take well before the wealth transfer occurs.

08/15/2019

The 2019 Gold Rush

This year, the Centennial State has experienced a boom in panning for gold.

08/15/2019

Opportunities Offshore

These include the spectre of Britain crashing out of Europe without a deal, and the ongoing trade war between the U.S. and China.