03/31/2016
Pay report 2016: the breadwinners in wealth management
Our exclusive report reveals the distribution of wealth management remuneration across the UK.
Research
03/31/2016
The adviser merry-go-round continues - Equifax Touchstone
Adviser FCA registrations up by 53% in 2015
03/31/2016
Rebuilding the brand
After the unravelling of its banking secrecy laws, scandal at FIFA and economic pressures dealt a further blow to the country’s reputation for stability.
03/31/2016
Number of U.S. Securities Class Action Settlements at Highest Level Since 2010
“The increases in case filings may suggest that higher numbers of settlements will persist in the near future. While settlement volume fluctuates from year to year, the size of the typical settlement tends to remain fairly consistent.”
03/31/2016
Exodus of 10,000 millionaires amid rising Muslim tensions
Rising tensions in France, especially in Paris following a series of Islamist terrorist attacks in 2015, have spurred an exodus of its super-wealthy citizens, a new report on migration trends of millionaires and high-net worth individuals across the world
03/31/2016
Could a banker be ever paid like an accountant?
Eight years after the global financial crisis, bankers are still reviled by politicians and distrusted by regulators.
03/31/2016
This real estate market is about to crash
The tallest residential structure in the Western Hemisphere sits at 432 Park Avenue in New York City.
03/30/2016
New report gives insight into tax costs for expats investing in real estate
It analyses the costs for foreign individuals buying a property in 15 key cities around the world as well as the holding and selling costs over a five year period from 2015 to 2020.
03/30/2016
Wealthy Young Americans' Approach to Philanthropy Mirrors the Ultra-Wealthy -- SEI Survey
New data released by SEI indicates that when it comes to philanthropy, the youngest high-net-worth Americans share habits and attitudes with the wealthiest individuals and families in the country.
03/30/2016
Who’s in the running to be crowned MM’s adviser of the year?
The other worthy shortlisted firms are Paradigm Norton Financial Planning, Saunderson House, True Potential and Westminster Wealth Management.
03/30/2016
World Wealth: The number of millionaires moving to London has slowed to a trickle
Other cited the high cost of living in London as one of their main concerns, as well as the ongoing immigration from Europe and the Middle East, cultural change in the city and rising religious tensions in the city.
03/30/2016
Wealthy investors reject robo-advice in Legg Mason survey
The sentiment appears to be shared overseas, with just 39 per cent of respondents globally expressing trust in online advice.
03/30/2016
Why Single-Family Offices Invest In Private Equity Funds
Single-family offices are solid investors in private equity, including funds and direct investments into companies.
03/30/2016
Chinese family money fills gap after retreat of the wealth funds
In some cases they resemble the US robber baron families of earlier times
03/30/2016
4,000 Indian millionaires shifted overseas in 2015: Report
In terms of countries ranked by millionaires outflow, France was followed by China in the second place
03/30/2016
Financial Repression Is Here To Stay
The negligible interest rates are meant to be stimulating the economy.
03/29/2016
Digitally-Enabled Advisor Practices Grow Assets More Quickly than Other Advisor Practices - RESEARCH
By comparison, just over 50 percent of traditional advisors reported growth of 5 percent or more.
03/29/2016
Global Islamic Wealth Management Industry Faces Trust Deficit
This finding reflects the trust deficit issue that the industry is facing as well as the mindset of the new generation of young investors who prefer to do everything themselves.
03/29/2016
Argentina shows Brazil the way to restore confidence - Schroders
Resolution of the political crisis is universally regarded as a pre-condition for a return to growth, though opinions varied on the likely timescale.
03/29/2016
Three Quarters of Investors Demand Increased Levels of Transparency on Private Equity Performance
Private equity assets under management reached a new high of $2.4 trillion in June 2015.2 Alternatives are seen as key to boosting returns, with 46 percent of asset owners planning to increase their exposure.3