11/09/2017
Asset Management Industry Lacks Diversity
There’s a large diversity gap in asset management, The Oakley Group joins Raymond James’ Pinnacle Asset Management and David Kutcher is suing a client for defamation.
Research
11/09/2017
The Paradise Papers Are Just a Glimpse at the Unreal Wealth Gap
A new report on spiraling inequality in America is even more concerning given what the Paradise Papers showed us about how good rich people are at hiding money.
11/09/2017
Serving up a recovery - Aberdeen Standard Investments
Survey data suggest that global services activity has moved up a gear over recent quarters to a two year high
11/08/2017
Millennials More Conservative, Least Likely to Focus on Long-term Investments
Millennials are less inclined to buy and hold investments for the long term
11/08/2017
Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences
Gen Z also shows a notable streak of traditionalism in their banking preferences.
11/08/2017
A digital future: financial services and the generation game
All generations expect three things of their finance providers: trust, transparency and time-saving.
11/08/2017
Six Strategies of Top Earning Advisors
What the best in the business are doing.
11/05/2017
When 80 Is The New 60, The Needs Of Wealthy Canadians Evolve
With An Estimated 1.6 Million Canadians Now Clocking In At 75 Years Or Older The Country’s Banks And Wealth Management
11/05/2017
Asia-Pacific Continues to Dominate High Net Worth Individual Population and Wealth
Cash and offshore investments reach highs as high net worth individuals seek protection against risk
11/02/2017
Advisers fear robo regulatory threat - RESEARCH
When it comes to launching their own versions of robo-advice over the coming year – 41 per cent of advisers said they or their firm had plans to offer robo-advice solutions alongside traditional services.
11/02/2017
Chinese billionaire wealth is self-made
A staggering 98% of the wealth belonging to Chinese billionaires is self-made
11/02/2017
The rise of young Asia - Schroders
It is certainly true that maturing populations will soon be putting pressure on workforces in countries like China, Korea and Taiwan. But, this misses the point: there is a huge shift of economic power to a growing and increasingly wealthy Asian middle cl
11/02/2017
How sustainability trends are transforming the investment landscape
From top-down policymakers to pension fund beneficiaries, we all have a stake in creating a more sustainable future and a fiduciary responsibility.
11/02/2017
Online fraudsters use well-known company names to spread malware
The advice is to fundamentally distrust emails that arrive unsolicited, regardless of the sender.
11/02/2017
Asia Pacific is the next wealth hotspot, says GlobalData
Asia Pacific frontier markets are forecast to outperform emerging and mature markets.
11/01/2017
Global investors are prioritising investing over saving and purchasing - Schroders
However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.
11/01/2017
Mukesh Ambani Swoops The Richest Tag In Asia From China’s Yan
Mr. Ambani Appears To Have Benefitted From The Steep Fall In The Shares Of Mr Yan’s Companies
10/31/2017
APAC Defies World Average, Grows Wealth Faster Than Anywhere Else
Asia Pacific Is Set To Surge Above The Rest Of The Globe
10/30/2017
Banking and Investment Services CIOs are the Most Focused on Digitalisation
Analysts Discuss Top Business and Technology Trends in Banking and Investment Services at Gartner Symposium/ITxpo 2017, 30 October-2 November, Gold Coast, Australia
10/30/2017
UK wealth managers taking an active approach to index investing
The market for index products has exploded in recent years