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
10/19/2021
Over two thirds (67%) of expats also believe their quality of life is better in their current location
10/18/2021
In the next few years, we would expect the number of transactions with smaller banks involved to increase again due to further pressure on profitability in this category of banks.
10/16/2021
There are a number of countries that are performing above expectations relative to their economic development.
10/13/2021
Global recovery continues, but the momentum has weakened and uncertainty has increased
10/09/2021
This news should have been surprising.
10/08/2021
Savings were the main driver: As lockdowns drastically reduced consumption opportunities, the global phenomenon of "forced savings" was born.
10/07/2021
Against this background, the Swiss banks will not be able to avoid establishing radically new models for digital interaction with customers and at the same time further developing their product range.
10/06/2021
The Forbes 400 – who have each accumulated at least $2.9bn – added $4.5tn to their wealth
10/04/2021
What do all these stories have in common?
10/01/2021
Insights to Help Advisors Forge Connections that Matter.
10/01/2021
Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space.
09/30/2021
The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.
09/30/2021
Four in five (81%) banks seek to differentiate on customer experience rather than products
09/28/2021
The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.
09/28/2021
While the markets flash red, emerging-markets bond fund managers take a long-term view.