Vulnerable advice clients ‘slipping through the cracks’
Just 32% of advisers have put specific practices in place to help these customers
Research
470 articles found
Wealth Of Thailand’s 50 Richest On Forbes List Falls To US$151 Billion
With the easing of Covid-19 restrictions, tourism, Thailand’s mainstay, is slowly picking up but is still a fraction of the 40 million visitors the country drew in 2019.
Research finds wealth managers face growing pressure from clients to advise on digital and crypto assets
More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.
£300,000 gulf between HNW retirement dreams and reality
As many as 90% misjudged the level of income needed for later life
25% of UK advisers unaware of incoming Consumer Duty rules
Platform providers in demand to help deal with the changes
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows
The forecasts of expansion build on the impact of the COVID-19 pandemic in terms of on the adoption of technology across the region with lockdowns and restrictions forcing companies to find new ways of working.
Gender Diversity and Dealmaking 2022: Research Results
Historic M&A activity from the second half of 2020 set the stage for the research
Global Art Market Disruption: Pushing the boundaries
In response to the worst public health crisis in more than a century, the industry adeptly embraced digitization.
Opaque macro signals call for trend strategies in multi asset
As detailed last week, economists and market observers continue to be surprised on the upside by recent macro data.
Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.
The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.
Luzern PB research head: Two short-term risks equity markets face and what to do about it
As this combination could be risky for an overweight allocation to equities, Erne believes investors should hold cash and a higher proportion of alternatives.
Why do People Invest in OZ?
The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.