Comment & Analysis Archives - Page 21 of 509

Don't buy it! Build it! How top firms create advisor training programs to develop talent

April 15, 2026

Buy or build? It’s a decision business owners of all stripes are forced to make nearly every single day and across nearly every single function of their firm. For wealth managers specifically, one area where that choice eventually needs to be made is regarding advisor training programs. Some of the top RIAs build their […]

Comment & Analysis

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

April 14, 2026

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, putting pressure on advisors to retain assets and rethink how they engage clients. With more than $84 trillion expected to be passed down over the next two decades, the scale of disruption ahead is forcing advisors to […]

Comment & Analysis

Leadership Lessons From Two Sides of the Wealth Management Industry

April 14, 2026

After spending the majority of my career inside a large national firm and now at a smaller, entrepreneurial organization, I’ve come to appreciate a simple truth: scale changes the environment, but it doesn’t change the fundamentals of leadership. Big or small, every firm is trying to solve the same problems—just from very different vantage […]

Comment & Analysis

Many Gen Z adults still get financial help from their parents

April 13, 2026

Relying on your parents for money can help you to become independent. But it can also create problems in your relationship if not handled well, experts say. About two-thirds, or 64%, of parents with Gen Z children — those between the ages of 18 and 28 — say their kids still rely on them […]

Comment & Analysis

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

April 13, 2026

This week, we will announce the winners of the 2025 Asian Private Banker Technology Awards, spotlighting the most impactful innovations shaping Asia’s rapidly evolving financial technology landscape. We saw innovation at its most comprehensive, showcasing private banking technology that spans the full client journey, from end-to-end portfolio management to holistic total wealth frameworks, and […]

Comment & Analysis

Gen Z’s side hustles can be a double-edged sword

April 13, 2026

Weeks ago, deep in conversation with a friend, we were shocked to discover some recent overlap in our professional lives. I am head of business development and investor relations at a family office that owns and operates a large music IP catalogue, while my friend works at a leading financial institution. We swiftly […]

Comment & Analysis

Investors need to rethink the "factor" approach

April 10, 2026

Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, shares her views on how portfolio management should be based more on themes such as innovation. This article was first published exclusively by the Financial Times. Portfolio management should be based more on themes such as innovation One topic that has struck […]

Comment & Analysis

Don't just do something, stand there!

April 9, 2026

Key points Periods of heightened uncertainty—driven by geopolitics, domestic politics, and technological disruption—may prompt families to reconsider their investment approach, but behavioral research suggests that frequent trading in response to market events can be counterproductive and may lead to lower net returns. Rather than reacting impulsively, families may benefit from disciplined strategies such as rebalancing […]

Comment & Analysis

BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing

April 9, 2026

Amid a geopolitical environment that could remain unstable for some time, defence has become a major strategic challenge for Europe. One year after announcing an acceleration of its support for the sector, BNP Paribas has published an initial progress report on its actions in this area. In 2025, it increased its financing by €2 […]

Comment & Analysis

Risk Warnings Review should allow industry to be more creative and engaging in disclosures

April 9, 2026

“It is vital for the personal finances of this country that we help consumers move from a culture of saving to one of investing where possible. The opportunities that the Advice Guidance Boundary Review and Targeted Support can bring, alongside the public awareness that the Retail Investment Campaign, will begin to stimulate some of […]

Comment & Analysis

Population of UHNWIs grows by 5.4% in just six months, study finds

April 9, 2026

The global population of ultra-high-net-worth individuals (UHNWIs) has grown by 5.4% in just six months, reaching an estimated 510,810 individuals worldwide, analysis from Enness Global revealed. The data highlighted that while the UK remains a major global wealth hub, London is increasingly facing competition from other international cities when it comes to attracting and […]

Comment & Analysis

Fit for the future of asset and wealth management

April 8, 2026

The takeaways Strategic clarity differentiates firms, but it’s not sufficient on its own. Roughly four in ten asset and wealth managers show alignment to a winning business model archetype, yet clarity without strong execution doesn’t create a durable advantage. More than half of firms show strength in one of the two dimensions we used to […]

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