08/30/2020
SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.
08/09/2020
Fidelity Investments suggests a retirement savings rule of thumb for individual which calls for saving 1x your salary by age 30, 3x by 40, 6x by 50, 8x by 60 and 10x by age 67.
07/20/2020
COVID-19 will have a lasting impact on the way businesses approach compliance.
07/16/2020
Ultra-wealthy so-called philanthropists are pinching pennies while asking for praise, and it’s time for Americans to call them out.
07/12/2020
The uncertainty of the situation is a killer for business operations and investments.
07/09/2020
According to Bank of America, about a third of the jobs lost during the pandemic have been recovered.
07/03/2020
Covid-19 has wreaked havoc across the globe.
06/28/2020
Perhaps this reflects the more sobering realities of the severe impacts the economic shutdown has had on global output and employment, and expected levels of bad debt and credit losses likely to accrue to existing bank balance sheets.
06/22/2020
Prospecting has been more challenging.
06/18/2020
How wealth managers can recover and thrive
06/14/2020
A guide to where the biggest risks lie as lockdowns ease
06/08/2020
The crisis we are going through, and more particularly the widespread lockdown episode imposed on nearly half of humanity, has shown how much human activity weighs on our planet and the oceans in particular. On the occasion of World Oceans Day, on 8 June,
06/08/2020
Will the economic reality reflect the gloomy picture painted by numerous surveys? Early data suggests that the decline in activity has indeed been sharp.
06/08/2020
The immediate challenge is to maintain insurance protection for displaced workers and their families during the current crisis.
06/04/2020
The COVID-19 pandemic has shown to have a macro-level impact on M&A transactions.
05/28/2020
Why the new work from home paradigm brought about by the pandemic has given rise to a new set of challenges for businesses
05/26/2020
They’ve donated just 1 per cent of the wealth they’ve gained since March to recovery efforts
05/18/2020
How governments were placed on the eve of the coronavirus pandemic will play a significant role in how they emerge from the crisis.
05/14/2020
It appears that a significant number of actors (banks, independent managers and multi-family offices) currently lose money in all the various countries we cover in Europe, the US, Latin America and Asia.
05/12/2020
The crisis "underscores the need for bigger and better collaboration