Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...
The global financial services industry has seen deals for December 2019 stand at $32 billion, according to GlobalData’s deals database....
When it comes to financial security, Gen Z are the most prone to low-tech fraud, according to GlobalData....
Financial advisory firms should be concerned about the rise of digital financial advice platforms as they gain popularity, GlobalData believes....
The 18 to 24-year-old generation are looking to save rather than ‘live in the moment’, according to GlobalData....
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....
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....
AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...
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...
China is set to overtake the US to become the biggest retail deposit market in the world in 2021, according to GlobalData....
The next generation will boost sustainable investing in the US, given that demand for such products is moderate at best as it stands. ...
Robo-advice still has a future despite recent closures in the UK and elsewhere, but pricing could be the key, according to the experts....
While standalone robo-advice alone won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData has...
While client referrals remain the biggest means of acquisition, wealth managers need to broaden their focus to beat the market, says GlobalData....
With inheritance planning a growing problem for the ageing entrepreneurial community in China, it could prove a significant business opportunity for wealth managers, acco...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...