11/25/2020
That’s the conclusion from the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study, which found that customer satisfaction with wealth mobile apps is still behind those provided by other types of financial institutions.
11/20/2020
The only way to fund the long-term recovery is by making sure our tax authorities have the power and support they need to stop corporations and the mega rich from not paying their fair share.
11/18/2020
Overall, we favour countries with high carry such as Indonesia, where flows have begun to return.
11/13/2020
Challenger banks are strongly associated with financial empowerment, but also twice as likely to be associated with security and privacy concerns compared to traditional banks
11/13/2020
CFOs Plan to Greatly Increase Their Time Spent on Implementing Digital Investments, with the Majority Uncertain of Success
10/22/2020
2019 was an exceptional year for wealth creation
10/21/2020
The report found that there were around 2,000 individuals with a net worth of over CNY2 billion (USD300 million) in August, giving them a combined net worth of USD4 trillion.
10/20/2020
Asset Managers Look to Outsourcing to Balance Growth Strategies
10/20/2020
It also shows that, in the past decade, 232 asset manager names have dropped out of the ranking.
10/20/2020
To determine this, the study followed individuals over a 14 year time span.
10/19/2020
The data also shows that two-thirds of asset managers had less than 25% female representation on their investment teams and 60% did not report their gender pay gap in 2019.
10/16/2020
A new survey finds that younger HNW clients interact with digital ads more than older ones.
10/09/2020
The COVID-19 pandemic has forced financial services firms to abruptly change the way they work now – and in the future.
10/01/2020
After the Brexit transition period expires on 31 December 2020 (which is assumed from UK government statements), UK managers
10/01/2020
For insurers and asset and wealth managers, the challenges are equally daunting.
09/30/2020
Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.
09/28/2020
Investors Demand Digitalisation and Resilience
09/28/2020
'Gifting gap' planning opportunity revealed as half of Baby Boomers eye lifetime gifting
Less than a third (29%) ruled it out, and 26% say they are unsure.
09/24/2020
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.