Wealth Management

Savvy Investor’s Best Investment Industry Paper Award 2017

By Andrew Perrins on December 11, 2017
Savvy Investor

Savvy Investor curates the best pensions and investment white papers from around the world. Having uploaded more than 20,000 papers since launch, they have a unique platform from which to host these Awards. The Savvy Investor…

Asset managers: embrace technology, “it’s do or die”

By Paul Fawcett on November 7, 2017
Embrace-Digital-PwC

A new report from PricewaterhouseCoopers (PwC) has indicated a projected growth for the asset management industry in the next 10 years, but with this comes the necessity for firms to increase their adoption of innovative technology…

Advisers and wealth managers demand quality over quantity

By Elliot Burr on November 1, 2017
citywire breakfast event

Richard Lander, Director of Citywire Engage, has signalled the need for asset managers to simplify their content and avoid jargon in order to boost their brand awareness and market their content in a better way. Citywire…

Millennial Investors: Is It Wise To Cut Out Humans?

By Graham Jarvis on October 2, 2017
Robo-advisor-phone

“The times they are a-changin’”, and with the growth of artificial intelligence (AI) in all industrial sectors, including financial services, the words of singer-songwriter Bob Dylan are certainly coming true. Attracta Mooney, an asset management reporter…

Wake Up, Asset Managers – Are Retailers Your New Competitors?

By Alexandra Filippova on September 14, 2017
Retailers-AMs

I have a lot of feelings on what the finance sector can learn from retailers. In my previous life I worked in the dreaded space of Executive Search or “Recruitment” as most refer to it. I…

The New Wave of Asset Management

By Mash Patel on September 12, 2017
New-Wave-of-AMs

We’ve been told a lot of things about millennials in the recent past. How they’re lazy. How they’re not lazy. How they are killing certain industries. And how they don’t have any money. There is a…

What Happens When the US Fed Dumps $4.5 Trillion in Bonds?

By Karen Riccio on September 4, 2017
Interest-Rates-Chicken

The $2.7 trillion in Treasury bonds and $1.8 billion in mortgage securities the U.S. Federal Reserve built up in the wake of the 2008 financial crisis may have saved the banking system from collapse and spawned…

Five key MiFID II issues every fund marketer should be worrying about

By David Prosser on July 23, 2017
Five-MiFID-ideas

With less than six months to go now until the introduction of MiFID II, are you ready for the new regulation? The second incarnation of the European Union’s Markets in Financial Instruments Directive becomes legally binding…

Generating Income in Today’s Low Interest Rate Climate Takes Creativity

By Karen Riccio on July 19, 2017
Creativity-Income

Investors who risked even a single penny in the stock or real estate markets over the past 17 years understand intimately the pain of losing money and how it can alter their mindset. If they deny…

Wealth managers beware: digital client servicing is no longer an option

By Mash Patel on July 12, 2017
digital client servicing

The wealth management industry is at a cross roads. Increasingly high costs of client servicing, a lack of successful investment in technology and changing demands from clients are all combining to reap havoc on the industry….

The Wealth Whisperer: An Interview with Winnie Sun

By Courtney McQuade on July 5, 2017
Winnie-Sun-FI

At the young age of seven, Winnie began learning the value of money and sold avocados from her friend’s yard to friends and family in the neighborhood. Her parents made sure she understood that hard work…

It is about the money, active fund managers: we care about the price tag

By David Prosser on June 28, 2017
Active-funds-price-tag

Another day, another nail in the coffin of active investment management – or at least of those active managers who can’t make a coherent and convincing case for why investors should give them the time of…