06/08/2018
Asia-Pacific Ready for Take-Off? - RESEARCH
Financial incentives for private banking RMs to switch to independent setups are attractive given an average wage increase of 45-51% for those that make the change.
06/08/2018
They’re not known for their empathy, but this trait can be exploited
06/08/2018
Pershing Asset Flows Barometer takes a holistic look at how advisors have steered their clients' investments over the past year, and identifies relevant trends.
06/08/2018
Storonsky plans to provide an online equity trading platform without charging any commissions
06/08/2018
“They use a mix of proprietary metrics, qualitative information, the GIIN’s IRIS-aligned metrics, and other tools and frameworks,” GIIN said in a statement.
06/07/2018
Impact investing could displace traditional charitable donations, with men driving this replacement more than women, according to a new study in the US.
06/06/2018
Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.
06/06/2018
Robo-advice is expected to top $4 trillion in assets in four years.
06/06/2018
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
06/05/2018
Personalized Socially Responsible Investing Continues to Grow - RESEARCH
High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.
06/04/2018
Developers line up prime properties to cater to the ultra-rich population
06/04/2018
This survey shows and demonstrates that these wealthy investors are not able to ignore the potential of cryptocurrencies in the economic and financial world.
06/04/2018
Other talking points at the conference include the need for early-stage funding for social enterprises here.
06/01/2018
With affluent clients especially, communication is key.
05/31/2018
Life after MiFID II and GDPR – new research reveals the future of compliance
Every new rule and regulation can ultimately be turned to commercial advantage, with 93% of respondents saying that compliance could be used strategically
05/31/2018
Releasing the results of the survey on Thursday, the bank said over 400 investors were asked in Singapore, Hong Kong, China and India to determine their motivations behind sustainable investing and how well they understand it.
05/30/2018
Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families
05/30/2018
This is the first year where every category has seen growth.
05/29/2018
Their wealth stands at £2,200m.
05/29/2018
Around 40% of the respondents said they are already investing using responsible investment principles, with total assets in such investments worth $59 billion