GLOBALDATA

Financial planning

Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...

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Financial planning

The global financial services industry has seen deals for December 2019 stand at $32 billion, according to GlobalData’s deals database....

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Funds management

When it comes to financial security, Gen Z are the most prone to low-tech fraud, according to GlobalData....

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People & Products

Financial advisory firms should be concerned about the rise of digital financial advice platforms as they gain popularity, GlobalData believes....

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Financial planning

The 18 to 24-year-old generation are looking to save rather than ‘live in the moment’, according to GlobalData....

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Financial planning

A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....

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Funds management

Asia was the one bright spot in terms of wealth manager assets under management last year, being the only region where assets increased rather than declined....

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People & Products

AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...

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Financial planning

The proportion of high net-worth individuals is on the rise, and wealth managers must provide sound advice to capitalise on the rise of offshore wealth, according to Glob...

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Funds management

China is set to overtake the US to become the biggest retail deposit market in the world in 2021, according to GlobalData....

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Financial planning

The next generation will boost sustainable investing in the US, given that demand for such products is moderate at best as it stands. ...

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Financial planning

Robo-advice still has a future despite recent closures in the UK and elsewhere, but pricing could be the key, according to the experts....

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Financial planning

While standalone robo-advice alone won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData has...

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Financial planning

While client referrals remain the biggest means of acquisition, wealth managers need to broaden their focus to beat the market, says GlobalData....

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Financial planning

With inheritance planning a growing problem for the ageing entrepreneurial community in China, it could prove a significant business opportunity for wealth managers, acco...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 23 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 21 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days ago