11/07/2022
The research team combined this survey with comprehensive secondary research to answer some of the key questions for the global economy due to Asia’s ageing population: the supply of labor, and the supply of capital.
09/26/2022
The number of millionaires is expected to double by 2026, according to Credit Suisse’s annual Global Wealth Report.
09/20/2022
Top reasons given by HNWs for not seeking advice were that they prefer to seek advice only when they need it (39%) and believe they can manage their own financial affairs.
09/20/2022
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
09/13/2022
Hedge funds have broadly outperformed global equities and bonds this year, driven mainly by the strong performance of macro strategy funds.
08/30/2022
Australia is lagging behind other first-world countries in one important area – and it turns out the wealthy are the guiltiest.
08/25/2022
Advisors complete in-depth surveys and then vetted and ranked by SHOOK research.
08/23/2022
Adoption of financial wellness programs can reduce stress, lead to better retirement outcomes
08/10/2022
This is equivalent to the average annual consumption of around 1,600 two-person households.
07/28/2022
While these investments have contributed to higher operating expenses in the near term, they position Morningstar for continued growth and the increased scale that we expect will drive long-term profitability.
07/14/2022
The wine advisers featured are included in the table below, along with their Spear’s ranking and focus.
07/13/2022
Several hundred jobs in the 1,000-strong Shenzhen tech hub will be affected with roles moved to other offices in Mumbai, Madrid, Toronto and Chicago.
07/12/2022
Realizing this potential will require reaching emerging customer groups, including the estimated 250 million Generation Y and Z customers with annual incomes over $100,000 by 2030
07/11/2022
Just 32% of advisers have put specific practices in place to help these customers
07/07/2022
With the easing of Covid-19 restrictions, tourism, Thailand’s mainstay, is slowly picking up but is still a fraction of the 40 million visitors the country drew in 2019.
06/30/2022
More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.
06/23/2022
As many as 90% misjudged the level of income needed for later life
06/23/2022
Platform providers in demand to help deal with the changes
06/07/2022
The forecasts of expansion build on the impact of the COVID-19 pandemic in terms of on the adoption of technology across the region with lockdowns and restrictions forcing companies to find new ways of working.
05/25/2022
Gender Diversity and Dealmaking 2022: Research Results
Historic M&A activity from the second half of 2020 set the stage for the research