11/15/2017
Canaccord: ICOs Could Become Commonplace
On the subject of token sales – or offers of custom cryptocurrencies used to bootstrap new blockchain networks
Research
11/15/2017
Multi-family offices see growth spurt as rich get richer
About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016
11/14/2017
World's richest 1% have as much wealth as bottom 50%, study finds
Credit Suisse report highlights increasing gap between the super-rich and the remainder of the globe’s population
11/13/2017
Global Deal Activity to Accelerate in 2018 - RESEARCH
The forecast highlights why investors around the world are feeling increasingly confident as 2018 approaches
11/13/2017
Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes
The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.
11/13/2017
Wealth managers must brace for more regulation post Paradise Papers: GlobalData
This will likely “drive further consolidation” in the offshore private wealth space though, as more private banks sell up marginal operations.
11/12/2017
Mark Tucker on the prowl for HSBC bid targets
Mark Tucker, once a fearsome footballer, has an ambitious expansion strategy for Britain’s biggest bank
11/12/2017
Wealth advisers look to make a mint up north by cashing in on the rise of the region’s ultra-rich
It became a no-brainer for us
11/10/2017
The Wealthy Are Terrible at Taking Care of Their Collectibles
Over 80% of wealthy investors plan to leave their collection to their heirs, but 65% of heirs have no interest in keeping the collection
11/09/2017
Asset Management Industry Lacks Diversity
There’s a large diversity gap in asset management, The Oakley Group joins Raymond James’ Pinnacle Asset Management and David Kutcher is suing a client for defamation.
11/09/2017
The Paradise Papers Are Just a Glimpse at the Unreal Wealth Gap
A new report on spiraling inequality in America is even more concerning given what the Paradise Papers showed us about how good rich people are at hiding money.
11/09/2017
Serving up a recovery - Aberdeen Standard Investments
Survey data suggest that global services activity has moved up a gear over recent quarters to a two year high
11/08/2017
Millennials More Conservative, Least Likely to Focus on Long-term Investments
Millennials are less inclined to buy and hold investments for the long term
11/08/2017
Gen Z Research Reveals Financial Savvy, Counterintuitive Banking Preferences
Gen Z also shows a notable streak of traditionalism in their banking preferences.
11/08/2017
A digital future: financial services and the generation game
All generations expect three things of their finance providers: trust, transparency and time-saving.
11/08/2017
Six Strategies of Top Earning Advisors
What the best in the business are doing.
11/05/2017
When 80 Is The New 60, The Needs Of Wealthy Canadians Evolve
With An Estimated 1.6 Million Canadians Now Clocking In At 75 Years Or Older The Country’s Banks And Wealth Management
11/05/2017
Asia-Pacific Continues to Dominate High Net Worth Individual Population and Wealth
Cash and offshore investments reach highs as high net worth individuals seek protection against risk
11/02/2017
Advisers fear robo regulatory threat - RESEARCH
When it comes to launching their own versions of robo-advice over the coming year – 41 per cent of advisers said they or their firm had plans to offer robo-advice solutions alongside traditional services.
11/02/2017
Chinese billionaire wealth is self-made
A staggering 98% of the wealth belonging to Chinese billionaires is self-made