Managers of Wealth

Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes

The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.

Wealth managers must brace for more regulation post Paradise Papers: GlobalData

This will likely “drive further consolidation” in the offshore private wealth space though, as more private banks sell up marginal operations.

Mark Tucker on the prowl for HSBC bid targets

Mark Tucker, once a fearsome footballer, has an ambitious expansion strategy for Britain’s biggest bank

Wealth advisers look to make a mint up north by cashing in on the rise of the region’s ultra-rich

It became a no-brainer for us

The Wealthy Are Terrible at Taking Care of Their Collectibles

Over 80% of wealthy investors plan to leave their collection to their heirs, but 65% of heirs have no interest in keeping the collection

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.

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.

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

Millennials More Conservative, Least Likely to Focus on Long-term Investments

Millennials are less inclined to buy and hold investments for the long term

Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences

Gen Z also shows a notable streak of traditionalism in their banking preferences.

A digital future: financial services and the generation game

All generations expect three things of their finance providers: trust, transparency and time-saving.

Six Strategies of Top Earning Advisors

What the best in the business are doing.

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

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

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.

Chinese billionaire wealth is self-made

A staggering 98% of the wealth belonging to Chinese billionaires is self-made

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

Research