The rise of Financial Coaching
This brings us to the investment proposition and the governance process surrounding that proposition.
Comment & Analysis
5091 articles found
Instant Payments: Innovating the Way We Pay
The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.
People power: wealth management’s most valuable commodity, and how technology is holding it back
The wealth management industry wholeheartedly embraced new ways of working, bringing an industry that is notoriously steeped in tradition and the currency of relationships eons into the future in the process.
Banking on Diamonds
Having improved its creditworthiness before and during the pandemic, the industry is learning to rely less on its lenders.
Touching New Heights
A potential hike in US taxes and elevated valuations are risks that have been well-flagged and probably priced in, however, a sooner than expected move by the Fed is a key risk to watch out for.
Playing to strengths – How can technology and people work best together?
Article based on TWM’s webinar on moving from people vs tech to people & tech
Democratizing Wealth Management
Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.
The global tax agreement is ‘historic’ – but for all the wrong reasons
The idea of a minimum corporation tax has been knocking around for quite some time, not least in the EU.
Towards the New Normal, Chapter One: React
No one imagined at the time that it would last so long and that it would mark a momentous change.
HNW investors seek greater role in driving social change
Financial anxiety remains high in Asia-Pacific despite vaccine rollout
Why Bitcoin's wild ride bodes well for the future of digital cash
Digital cash with in-built, self-executing software code will alter the future of money in a way that cryptocurrencies never could
Ruffer looks to Europe for growth
They added this growth spurt should see a rise in eurozone bond yields, a stronger euro, weaker dollar and strong performance from European financials.