11/09/2021
The Swiss company, which specializes in third party risk management services measures public and private corruption based on perception and experience and attributes a risk score to each country based on numerous variables.
11/08/2021
A report revealing research and insights into how a new wave of modern philanthropists are shaping tomorrow.
11/06/2021
Company action on climate change is rapidly evolving
11/06/2021
Over a third (38%) of wealth managers cite meeting customer expectations due to COVID-19 and defending against cybersecurity and fraud (37%) keys to success
11/05/2021
Monthly rebound has reflected the energy shock, with energy prices up by 7.7% m/m; prices for intermediate goods were also up by 1% m/m after 1.3% m/m the prior month.
11/05/2021
A look at investors’ relationship with their relationship manager
11/03/2021
The research showed an overall correlation with age, with ESG/green interest getting progressively worse the older the age group, with one exception: the 45-54 year-olds.
11/02/2021
Fitch additionally states that the IDRs also reflect Leonteq's fairly concentrated franchise and the group's moderate, albeit increasing, size (primarily in terms of turnover and revenue).
10/29/2021
As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased
10/27/2021
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.
10/27/2021
Global study reveals sell-side firms have potential for transformational levels of efficiency as firms average of 9.1 post-trade processing solutions due to legacy fragmented infrastructure
10/27/2021
The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’s research and advisory services business, in partnership with FDO Partners.
10/27/2021
A similar trend can be seen in investor’s expectations for their personal financial situation.
10/26/2021
Despite the social and political issues the continent faces, there’s no doubt that it’s on track to see an abundance of opportunities to grow in the coming years.
10/26/2021
Our 31-page deep dive on digital wealth is the most comprehensive overview of the industry yet.
10/23/2021
UK financial intermediaries prefer personable and energetic asset managers
Research shows they are also more likely to buy a fund from a manager they perceive as a partner
10/22/2021
New survey reveals that 82 per cent of the affluent have set new life goals post-pandemic, but many are not taking the actions needed to reach them
10/22/2021
Our quarterly survey asked wealth managers for their view on China following the regulatory crackdown and Evergrande crisis. The response was mixed.
10/21/2021
Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.
10/20/2021
Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones