01/04/2017
Creating An Elite Wealth Management Practice
Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.
Wealth and Asset Management
01/04/2017
Are performance-based fees better for investors? New disclosure rules have firms experimenting
The firms are hoping these performance-based fee structures will entice Canadian investors, particularly those experiencing sticker shock in the coming months.
01/04/2017
Wells Fargo Wealth Management Business Could Drive Growth in 2017
Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.
01/04/2017
Serving the Multi-Gen Client
Countless studies show that clients respond best to these types of advisory practices.
01/04/2017
7IM predicts US may provide surprise growth kicker
Economic momentum is a tough thing to stop once it gets going
01/03/2017
Advisers talk opportunities and challenges for 2017
There are many interesting models of advice being delivered globally that could easily be adapted
01/03/2017
Rothschild and French asset manager complete merger
The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.
01/03/2017
Former pensions minister Webb and Schroders' Nicoll recognised in New Year's Honours
He joined Royal London as director of policy and external communications for its pensions business in August 2015.
01/02/2017
World’s highest-paid expats toil in land of fondue and watches
It pays to be an expatriate in Switzerland
01/02/2017
Explaining wealth and asset management
The ever-changing regulatory sphere presents both challenges and opportunities and EY strives to help businesses to respond more quickly to change.
01/01/2017
farewell (to 2016) - Andrews Gwynne
The departure of so many famous faces in 2016, makes one realise that we all have an expiry date and that Inheritance Tax planning, with an up to date Will and Power of Attorney should be a high priority in the New Year
12/30/2016
Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific
We wouldn’t describe ourselves as consolidated in any way shape or form
12/30/2016
Old Mutual to make 'important' changes to adviser offering
He said Old Mutual Wealth would also be looking at its proposition, with its protection offering already earmarked for an upgrade.
12/29/2016
Wealth management is growing, and struggling to hire
The parts of the industry that are growing are having trouble finding qualified candidates.
12/29/2016
Saft-On-Wealth-When it comes to mergers, it is all about market power
In other words, the merger that sails closest to the line of being rejected by regulators as anti-competitive.
12/28/2016
Global Finance names BDO Private Bank as ‘one of world’s best’
Global Finance said it selected the winners making use of entry submissions, market research, input from industry analysts and executives, and other users of private banking services.
12/28/2016
Philanthropy shifts its course towards financially impactful giving
High net worth South Africans should be mindful of their philanthropic efforts
12/28/2016
Africa's Entrepreneurs - Strong but Struggling
There is very little information on informal MSMEs in Africa, and yet these constitute approximately 90% of the MSMEs on the continent.
12/27/2016
CreditEase Wealth Management Wins China's "Best Non-Bank Private Wealth Product" Award
The award was set up for the first time by the Asian Banker
12/26/2016
Italian firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years. It was six times larger than the nation's annual gross domestic product, according to Italian central bank data for 2014.