06/30/2021

Fraud alert: Impersonation scams continue to soar in 2021

Quilter is warning people to stay alert to the risk of impersonation fraud, and has published a new video on its ‘Stay Safe’ webpage to provide customers, advisers and the wider public with tips on avoiding such scams.

06/29/2021

World Wealth Report 2021

The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools

06/24/2021

Regulatory governance in private markets

Private markets have long been considered one of the most complex regulatory areas in financial services, preventing many wealth managers from entering this market altogether.

06/10/2021

World’s Wealth Hits Half A Quadrillion Dollars

Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group