06/08/2015
INDEPENDENT financial advisers have been accused of making it too hard for customers to see how much their services cost, even though they are obliged to set out their rates clearly in advance of doing any work.
06/08/2015
Refinery29 surveyed 750 women between the ages of 18 – 54 and conducted nine in-home immersion sessions in Los Angeles, Chicago and Atlanta.
06/08/2015
Welcome to the 5th edition of our annual Africa attractiveness survey. This milestone is an opportunity to pause and reflect on how Africa’s attractiveness has evolved.
06/08/2015
Shares of Sotheby’s enable you to tap into growing global wealth
06/08/2015
Here is a list that would throw any pin-code-conscious Indian into a tizzy.
06/08/2015
The majority of wealthy individuals say their most important asset is their health and that their purpose in life would not change if they lost their money
06/08/2015
Eighty percent of private equity investors have been approached with fund restructuring proposals since the onset of the financial crisis
06/08/2015
Despite a ‘challenging’ En Primeur campaign, the separate Liv-ex 100 index, widely considered the industry’s benchmark, was flat.
06/08/2015
New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.
06/07/2015
Women are much more likely to become doctors, lawyers or accountants than portfolio managers
06/07/2015
Once again the Swiss are opening their morning papers, and choking over their muesli to financial scandal
06/07/2015
The cost of compensating customers, paying fines and legal bills for the world’s biggest banks has increased to £200bn
06/05/2015
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/05/2015
This is what your private banking salary and bonus should be in Singapore
With so many firms hiring in your sector, it’s good to know how your salary stacks up against other relationship managers (RMs) and how your bonus compares with what other banks are paying
06/05/2015
A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions
06/05/2015
Alternative Investments Diversify Portfolios but Some Advisors Still Wary
06/04/2015
The RCR process is a due-diligence process whereby each advisory firm was compared with the RCR database of all regulatory actions
06/04/2015
Many large, institutional investors have between 75% and 85% of their allocation in long-dated Triple-A or similar bonds.
06/04/2015
Standard Life Investments, the global investment manager, has found that the risk profiles of emerging economies have changed considerably in the past six months
06/04/2015
UBS Group AG, the Swiss company that says it banks more billionaires than any other, said wealthy Africans are rapidly adding to the ranks of the rich on the continent needing specialised financial services.