07/05/2016
In this aspect of wealth management, BCG concludes that the traditional approaches to segmentation, which are based mainly on wealth levels and cost-to-serve models, have passed their expiry date.
07/05/2016
And digital channels are making a bigger contribution to these efforts.
07/05/2016
Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.
07/05/2016
But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations.
07/04/2016
The low tax rates encourage business formation and naturally appeals to retirees.
07/04/2016
Brexit threatens UK’s position as world’s second-largest fund management centre
07/04/2016
A handy infographic reveals some of the biggest culture shocks and how to avoid looking out of place when abroad.
07/04/2016
In Capgemini’s latest ‘World Wealth Report'
07/04/2016
Soumya Rajan, MD & CEO, Waterfield Advisors, an India-focused boutique multi-family office, shares her views on how family offices are making a difference to the way UHNIs manage their wealth.
07/03/2016
Thinking, fast and slow is a fantastic book by Daniel Kahneman, who has been described as one of the fathers of behavioural finance. Kahneman believes that humans think in two ways.
07/03/2016
“In a stark warning to politicians, [Bank of England] governor Mark Carney said a downturn was on its way and Britain was already suffering from “economic post-traumatic stress disorder”.
07/01/2016
Battle Of The Money Managers...
OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.
07/01/2016
Understanding the Five Categories of Wealth
You are an accounting professional in the United States.
07/01/2016
These cannot be accorded the seniority enjoyed by official claims extended for public policy purposes.
06/30/2016
Do Taxes Really Cause the Rich to Move?
A new study finds that the wealthiest Americans are less mobile than lower income workers, but those who do relocate are looking for a tax cut.
06/30/2016
There is still much confusion and no small amount of unknowns as to how the future will unfold, exacerbated by the Prime Minister David Cameron’s resignation hours after the historic referendum, leaving the UK facing a tumultuous and uncertain polit
06/29/2016
We're sure you have been following the historic events occurring in the United Kingdom and the European Union following the UK referendum outcome to exit the EU.
06/29/2016
What happens when an organisation fails to recruit and retain a sufficient number of Hunters and talented professionals and finds itself staffed entirely by Farmers?
06/29/2016
Sanjay Sachdev, Executive Chairman of ZyFin believes India will certainly be impacted by Brexit to the extent of its beta to emerging markets and the negative global sentiments in response.
06/29/2016
The referendum has sparked a surge of political instability in the UK. Stuart Mitchell of S.W. Mitchell Capital and fund manager of the St. James’s Place Greater European and Greater European Progressive fund, believes that “there is much to g