Businesses all over the world are adjusting to the ‘new normal’ presented by the COVID-19 pandemic. The global crisis has seen workforces everywhere leaving their offices to work from home, with meetings moved to Teams and commutes side-lined thanks to social distancing.
A new study from CoreData finds that UK financial advisers are failing to adequately prepare for the wealth transfer and expect to lose more than half of next generation clients.
Finantix and WealthBriefing report finds low satisfaction levels with current communication practices
Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’.
Premier Capital Advisors, a wealth advisory and investment management firm serving clients throughout Latin America and the Caribbean, has surpassed the threshold in assets under management to be (classified) as a large advisory firm and is now registered with the US Securities and Exchange Commission (SEC).
Hampshire Trust Bank (HTB) is the latest deposit taker to join Flagstone’s platform, in a partnership that will open up a number of new savings products to Flagstone clients.
Entreda offers free suite of work-from-home cybersecurity tools to support wealth managers during coronavirus crisis
Entreda, a developer of integrated cybersecurity software and solutions for the wealth management industry, is making its Endpoint Monitoring and Remediation suite of solutions available to all financial advisers and wealth management firms that are already using the company’s services, free of charge for the one month.
Research from private wealth law firm Boodle Hatfield reveals that ultra high net worth people (UHNW) are increasingly taking the lead role in UK private equity deals.
UK-based digital bond market WiseAlpha has launched a new social media campaign in a bid to put financial wellness on the agenda and get Britain talking about its emotional relationship with money.
Leading investor services group IQ-EQ has appointed Peter Golovsky as its Managing Director, Head of Private Wealth, Asia.
Taras Rybak (pictured), Co-founder of Wealthinity and Head of Investment Solutions of Fusion Asset Management believes that digitalising the wealth management sector will come through evolution, not revolution.