06/06/2020

The world after the corona crisis: a wealth planning perspective

The corona crisis has been an unprecedented challenge for humanity and a shock to the global economy. What have we learned from the crisis? Our wealth planning experts expect to see trends developing in five areas: family and asset protection, succession

06/05/2020

More Advisors Turning to ESG Funds

Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.

06/04/2020

Phoenix set to jack Whitehall profile

Phoenix will be responsible for building and managing Whitehall’s profile across a broad media set and for managing the Company’s social media channels.