AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, has published its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
A quarter (25 per cent) of UK adults intend to spend as much of their assets as they can while they are still alive, according to the ‘Book of Stories 2.0’, a new white paper by wealth manager Charles Stanley, which aims to help advisers navigate the challenges of intergenerational wealth transfer and engage the next generation of clients.
PIMFA, the trade association for the wealth management and financial advice industry, is calling on the UK Government and Financial Conduct Authority (FCA) to urgently reform the supervision of financial advice and consumer compensation through the Financial Services Compensation Scheme (FSCS).
Nucleus, the adviser built wrap platform, has launched a white paper to enable advisers to learn more about how clients make financial decisions and how firms can apply these insights to the financial planning process.
Accounting technology company KnowLedger has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today's volatile economy.
PortfolioMetrix has released an in-depth and informative white paper that summarises for advisers what they need to know in terms of ESG (Environmental, Social and Governance) investment.
A new study reveals that over half (54 per cent) of financial intermediaries believe that infrastructure is seeing the biggest surge in investor demand among all asset classes in response to the Covid-19 crisis, over twice the number who chose equities (20 per cent) and fixed income (19 per cent).
PIMFA, the trade association for the investment services and financial advice industry, has published a paper on the future of supervision entitled 'FCA Supervision – fit for purpose?'
Boston Private, a provider of integrated wealth management, trust and banking services, has published a white paper titled “Demystifying Risk Management for Family Offices.”
Vanguard researchers have published a new paper introducing a three-part framework for measuring the value of financial advice to investors.