06/07/2018
The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions
06/07/2018
To take its capabilities to the next level, Pershing is now launching the next generation of integration services by adding "componentization" through NetXServices.
06/06/2018
UBS tops 2017 Global AUM Ranking as first Chinese player enters the top 10, says GlobalData
The ranking will be officially presented at the Private Banking & Wealth Management: London 2018 Conference and Awards on 7th June 2018
06/06/2018
Lack Of Communication Killing Family Wealth
Many clients fear outliving their money and not being able to leave anything for their kids.
06/06/2018
GIIN Annual Investor Survey 2018
Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.
06/06/2018
Will cheap advice turn off wealthy customers?
Robo-advice is expected to top $4 trillion in assets in four years.
06/05/2018
High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.
06/04/2018
The rich don’t always emigrate along with their money, but when they do, it is an even more telling sign of trouble.
06/04/2018
The research study of 33 OCIO providers conducted during Q1 2018, found that funds invested through OCIOs are predominately focused on endowments and foundations
06/01/2018
Legislation would increase scrutiny of foreign investment
06/01/2018
One brave soul in Texas shows that it can still be done
06/01/2018
Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.
05/31/2018
The pace of global expansion over the 2018-19 period is expected to hover near 4%, which is close to the long-term average.
05/31/2018
SEI has been talking to TDF managers about deploying strategies within their investment lineup that mitigate the potential downside.
05/30/2018
The firm is seeing "obvious headwinds" in transaction revenue among retail clients as activity slowed in March
05/30/2018
Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families
05/30/2018
Barbara Knoblach, an associate at Money Coaches Canada in Edmonton, works with a lot of millennial clients, so has observed trends she doesn’t usually see in Gen Xers (born in the early 1960s) or baby boomers.
05/29/2018
It also notes that passive equity funds continued to take market share from their active counterparts across-the-board, with $662 million of inflows.
05/29/2018
"Gig jobs provide Canadians more flexibility because they can work where they want, when they want and how they want," says Hardy.
05/29/2018
Key highlights from our 2018 ranking