Research
470 articles found
Appealing to the Millennial Investor
Insights to Help Advisors Forge Connections that Matter.
How to Win Over ESG-Reluctant Advisors
Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space.
Survey Finds Nearly Two-Thirds of New Provider Searches by Institutional Investors For Discretionary Services
The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.
People, Not Products, are the Future of Banking – Report
Four in five (81%) banks seek to differentiate on customer experience rather than products
The Diversity Premium: More Women, Higher Returns
The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.
Which Bond Funds Are Most Exposed to Evergrande?
While the markets flash red, emerging-markets bond fund managers take a long-term view.
Research reveals legacy planning takes on modern concept for the wealthy – Standard Chartered Private Bank
The findings reveal that legacy has taken on a modern concept for the wealthy.
Wealth-X Expands Global Database with Over 735,000 New Profiles on Wealthy Individuals
Wealth Intelligence Leader Adds New Data on Public and Private Company Shareholders, and Key Insights from Sister Companies BoardEx and WealthEngine
2021 Global Tax Survey: Beyond BEPS available
More than 130 tax and finance managers and executives from multinational companies across 28 countries responded to the 2021 survey.
Future Returns: Wealthy See a Role in Investing to Tackle Climate Change
Overall, the research showed more investors moving substantial portions of their assets into sustainable investment strategies, and an inclination, even among so-called traditional investors
Digital assets and estate planning
The report encompasses a wide range of digital assets including crypto-currencies, digital media stored online on services such as iCloud or Dropbox, and also social media accounts.