03/17/2017
Gens X and Y grossly overestimate inheritance
The provider cited previous research that found only 29 per cent of 50 to 75-year-olds had received or expected to receive an inheritance.
Comment, Analysis & Research
03/17/2017
High-Net-Worth Individuals Concerned About Underinsurance: Chubb
The research paints a largely positive picture for insurance brokers and carriers, with close to seven out of 10 respondents 68 percent having confidence in their insurance provider and their level of expertise.
03/17/2017
New survival options for investment banks’ equity researchers
It’s getting to the point where a lot of these stars will looking for alternatives.
03/17/2017
Asset managers may lose half of their EU business through Brexit
Aberdeen Asset Management and Morgan have already been looking for new headquarters in the EU.
03/16/2017
The Fed’s rate rise: Three questions investors need to ask themselves NOW
On the flip side, emerging markets will become less attractive because a strong dollar makes interest and repayment more costly in local currency.
03/16/2017
US Fed rate decision - Nancy Curtin comment
At current activity levels, the economy should be well able to tolerate moderately higher interest rates.
03/16/2017
Interview: Michael Maslinki, the wealth manager with the polo bug
Born in 1953, Maslinski had four elder brothers, plus an adopted brother.
03/16/2017
Ultra-rich protect wealth with spread of family offices
But there are cases of multi-family offices where families worth from £80m upwards could share such services.
03/16/2017
Regtech on the Rise
Many more startups have begun working with financial services to use artificial intelligence to identify and solve customer issues.
03/16/2017
Robot out of it, say asset managers
Another speaker noted that traditional wealth managers can “view it as an opportunity or a threat”
03/16/2017
L&G: UK providers would be 'world leaders' without regulatory costs
Solvency II, collectively as an industry we spent about £4 million on that
03/16/2017
Turkey reassures investors, says Dutch business not at risk
Dutch direct investment in Turkey amounts to $22 billion, making the Netherlands the biggest source of foreign investment
03/16/2017
LV denies merger talks with Royal London
It’s a perpetual story that rears its head every few years.
03/15/2017
CREDI: Real estate companies increasingly upbeat about the credit market
Most big companies are streamlining their portfolios and focusing on large metropolitan areas
03/15/2017
Investec Expects Revenue And Operating Profit To Rise In Full-Year
Revenue for its operations as a whole is expected to be well ahead of the prior year, with recurring income and impairments remaining in line.
03/15/2017
Brave new wealth world: where four DFMs hunt for hires
The wealth workforce needs to change to remain competitive in the new world.
03/15/2017
IAIS report on FinTech developments in the insurance industry
The report sets out the potential impact of FinTech on the following areas in the insurance sector:
03/15/2017
Standard Life Investments - How low can you go?
Signs of an ongoing acceleration in global growth bode well for further progress.
03/15/2017
JP Morgan trust undershoots benchmark
The company said that it will use its reserves if necessary to maintain its progressive dividend policy.
03/15/2017
Report reveals alarming facts about current UK bank practices
‘Bosses must prioritise long-termist decency over short-termist profit-chasing’