10/28/2015
Family Business Survey 2015 - KPMG
This animated infographic provides a fascinating snapshot of the key findings of the Family Business Survey 2015.
Research
10/28/2015
Wealth Advice Fees in State of Transition: Fixed Fees Gaining Popularity
According to a report released today, the fees for financial advice are set to undergo a process of evolution as HNW clients opt to move away from charges calculated based on their asset levels, towards fixed fee structures.
10/28/2015
Futurewealth Report Explores Link Between Expense and Value in Wealth Management Relationship Model
According to an SEI Report, America's Next Generation of Wealthy Are Redefining Price and Value With Regard to the Wealth Management Fee Structure
10/27/2015
Savvy HNIs churn portfolio more often to maximise returns
Rich investors are churning their mutual fund portfolios more regularly than earlier.
10/27/2015
Private banking report puts Sydney-based Westpac, CBA on top
Private bankers need to meet and ideally exceed the increasingly exacting expectations of HNW individuals.
10/27/2015
How to double your wealth in a year, by China's richest man
Wang Jianlin saw his fortune balloon by nearly $17-billion
10/27/2015
UN Paris Climate Hypocrisy: Limos and Learjets
We haven't got enough limos in the country to fulfill the demand
10/27/2015
Help or Hype—Advisor Perceptions of Alternative Investments - Pershing
Alternative investments have become popular portfolio diversification tools, yet there is still confusion over what they are and what they do.
10/27/2015
Why Robin Williams Won't Be Making Millions Beyond The Grave
But a clause filed in a trust agreement made public this year means his likeness won’t make money for decades to come.
10/26/2015
Here’s how Credit Suisse will hire hundreds of new bankers in Asia
Over the same period the bank says it also wants to add more than 270 new RMs in Asia, taking its headcount to 800 from 524 currently.
10/26/2015
Women to inherit 70% of intergenerational wealth: report
Gender pay gaps existed in every state and across every industry...we have to address these things, we have to talk about them
10/26/2015
Investors redeem from hedge funds in Sept - AUM down to $3.045 trillion, Asia funds a bright spot
Investors in September removed $8.1 billion from hedge funds, according to the just-released September 2015 eVestment Hedge Fund Asset Flows Report. Combined with performance decreases of $10.1 billion in the month, the hedge fund industry stood at $3.045
10/26/2015
Changing Course: The Wealth Management Industry Confronts Its Challenges
No longer are clients looking for insights on stocks and bonds; that they can get on any number of websites
10/25/2015
Will Fidelity kill goose that laid the golden egg?
Fears persist that custodian will curtail eMoney's independence
10/25/2015
NZ second richest country - global report
The Credit Suisse report shows the richest one percent now own 50 percent of the entire world's wealth.
10/25/2015
The Potential Impact of Bitcoin On The Luxury E-commerce Industry
Offering something special to customers looking to spend a fair amount of money will boost sales as well
10/25/2015
The great Irish whiskey bubble?
There are 28 new Irish whiskey distilleries either proposed or already underway. Insiders estimate half of them won't make it to fruition. So is craft whiskey Ireland's next bubble?
10/23/2015
Wealth and Asset Management Feeling Competitive Pressure, Says Study by Forbes Insights, EY and SEI
A full 83% of respondents agree or strongly agree that they are facing significant competitive pressure, indicating that the industry is experiencing considerable stress.
10/23/2015
Deloitte: It’s Too Soon for Bitcoin to be Regulated
Multinational professional services firm Deloitte has questioned whether it is too soon to try and regulate bitcoin.
10/22/2015
Platforms are finished, hard-hitting report to suggest
Price and proposition pressures weigh on platforms, but do retirement reforms offer hope?