08/09/2022
UBS launches new client initiative providing access to the Small Business Administration's Paycheck Protection Program
UBS has currently made over 2,200 referrals of PPP loans to date, which represents over $1 billion of loans.
Comment, Analysis & Research
08/05/2022
More than numbers: Why asset management firms are on the move
The financial considerations are powerful enough — and fairly straightforward.
08/04/2022
US-China tensions over Taiwan – our current scenarios
US House Speaker Nancy Pelosi’s visit to Taiwan and China’s aggressive responses compel us to put forward our medium-term scenarios for the US-China relations and the stability of the Taiwan Strait.
07/29/2022
US recession risk remains as Fed seeks to tame inflation
After its latest rate rise, the Federal Reserve has signalled the pace of hikes could slow.
07/29/2022
USA – land of the not so ESG?
This all comes off the back of US states also looking to stem divestment from fossil fuel industries.
07/27/2022
Should US banks be moving to next-generation core banking platforms?
Most banks will need to view their systems strategically and technically to decide their path forward.
07/26/2022
Three HNW Business Development Coaching Models
For most professionals, the attraction of working with the wealthy is manifold.
07/25/2022
Generation Z are More Conservative Investors Than You May Think - Data from Financial Platforms Moomoo and Futubull Shows
Male and female investors* show similar investing patterns, with investments comprise mainly stocks (85%-92%), followed by funds.
07/18/2022
Canada’s impact-focused institutional investors need more transparency, finds study
ESG integration seen as ideal approach, but concerns over data and greenwashing persist
07/18/2022
BlackRock to delay senior hires as AUM drops to $8.5tn
The asset manager recorded net inflows, but saw its assets under management drop to $8.5tn, while quarterly income slumped 30% year-on-year.
07/15/2022
Against inflation with Chanel handbags
The global financial markets are currently being shaken up as a result of the rapid increase in inflation.
07/13/2022
More Than Half of Black Employees Say the Pandemic Caused Them to Re-Evaluate What Matters Most Financially
Lincoln Financial Group research also finds Black Americans are the most likely demographic to prioritize financial goal setting, prompting tips to help build wealth
07/13/2022
Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families
The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.
07/13/2022
RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures
The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.
07/12/2022
Why banks are failing millions in America
Many also avoid traditional banking because of distrust for financial institutions.
07/11/2022
Billionaires Can’t Get Enough of Private Equity
The ultra-wealthy are stepping up as pension funds and endowments reach their limits.
07/08/2022
Rise in wealthy migrants to create demand for wealth management services
Over the coming decade, the report forecasts a 30 per cent increase in the number of high-net-worth people living in Canada, driven largely by the projected performance of the economy, but boosted by this migration trend.
07/06/2022
Active crypto users have plummeted 50%: Bank of America survey
According to the data, only around 33,000 clients transacted crypto for the first time in May, which represents an 87% decline compared to October 2021.
07/06/2022
'There's strength in numbers' – in a team and a bank, says award-winning advisor
Team specialization and bank resources aid this team's success
07/04/2022
Shareholders lift up their voices at many high-profile company meetings
"Clearly investors in insurance are very aware of climate risk and sent a strong message," Mr. Behar said.