UBP: Daily Macroeconomic Digest
Monthly rebound has reflected the energy shock, with energy prices up by 7.7% m/m; prices for intermediate goods were also up by 1% m/m after 1.3% m/m the prior month.
Research
470 articles found
Why would investors switchtheir financial advisor?
A look at investors’ relationship with their relationship manager
Younger investors 3x more likely to invest in ESG funds
The research showed an overall correlation with age, with ESG/green interest getting progressively worse the older the age group, with one exception: the 45-54 year-olds.
Fitch Revises Leonteq's Outlook to Positive
Fitch additionally states that the IDRs also reflect Leonteq's fairly concentrated franchise and the group's moderate, albeit increasing, size (primarily in terms of turnover and revenue).
Banks Race Toward Technology Solutions to Path Future Growth
As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased
58% of Gen Y and Gen Z Investors Expect to Inherit Assets in the Future
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.
White Paper Highlights Growing Need for Streamlined Processes
Global study reveals sell-side firms have potential for transformational levels of efficiency as firms average of 9.1 post-trade processing solutions due to legacy fragmented infrastructure
Investor confidence slips as concerns over the economy grow
A similar trend can be seen in investor’s expectations for their personal financial situation.
Investor Confidence Jumps 8.4 Points
The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’s research and advisory services business, in partnership with FDO Partners.
Top 10 Wealthiest African Countries According GDP in 2021
Despite the social and political issues the continent faces, there’s no doubt that it’s on track to see an abundance of opportunities to grow in the coming years.
Out now! AltFi’s Digital Wealth State of the Market Report 2021
Our 31-page deep dive on digital wealth is the most comprehensive overview of the industry yet.
UK financial intermediaries prefer personable and energetic asset managers
Research shows they are also more likely to buy a fund from a manager they perceive as a partner