07/16/2024
PIMFA believes that this can be done primarily by equipping retail investors with the tools and incentives necessary to save and invest for their financial futures.
07/16/2024
The Zuger Cantonal Bank increased its operating income by 1.7 percent to 154.2 million Swiss francs in the first half of the year
07/16/2024
This is no longer a cottage industry of stockbroking firms serving those of privileged means
07/16/2024
While the interest rate cuts during the quarter resulted in a decrease in net interest income, we saw improved momentum in other parts of our business.
07/15/2024
That level may vary throughout the day, but in general, people have a standard level of happiness in their mood.
07/15/2024
The proportion of people in the world in the lowest wealth bracket has shrunk since 2008, while the proportion of people in every other wealth bracket has grown.
07/15/2024
They also complain that they have been denied access to important documents.
07/15/2024
Sustainable finance regulation is on the rise.
07/15/2024
Objectway maintains its leading position in the IBS Intelligence Sales League Table
07/12/2024
This follows an increase in the previous year of 3.1% and 12.3% since inception.
07/12/2024
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/12/2024
These figures reflect the good progress of BCJ's business and suggest a very good financial year for 2024.
07/12/2024
Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.
07/12/2024
Apex Group is a leading global provider of financial services with over 13,000 employees globally.
07/12/2024
Q2 2024 market review
07/12/2024
In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.
07/12/2024
“With the resources and technology of a larger firm behind them, we are seeing the IFAs in which we invest develop their client offering and expand their regional businesses.
07/11/2024
Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.
07/11/2024
NextWealth’s report found that advisers express “high levels” of confidence in helping retired clients understand and manage various types of risk.
07/11/2024
Good IT solution is crucial for wealth managers.