SS&C's founder, Bill Stone, talks to Wealth Adviser managing editor, Beverly Chandler, about investment, technology, lockdown and the growth of ETFs.
Wealth Adviser's sister title ETF Express features the first in a new series of videos with Asset TV on ETFs, opening with the thematic panel, featuring Allan Lane from Algo-Chain, creator of ETF model portfolios; Hector McNeil of ETF white labelling firm HANetf; Thomas Bailey, ETF editor from Interactive Investor and David Barfoot from thematic ETF issuer Rize ETFs.
Some 1.3 million UK investors believe either that they are not on track with their financial plans or have been completely thrown off course due to the COVID-19 pandemic, suggests a new study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of GBP2.6 trillion.
A new finance bridging product claims that it will rescue beneficiaries from the headache and heartache of having to pay huge IHT bills before receiving their inheritance.
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which fund managers are directly responsible, and the total cost of ownership borne by consumers, which includes the product cost as well as the costs of distribution and advice.
Despite the turmoil brought on by the Covid-19 pandemic, family-owned enterprises have managed to stay resilient. The world's largest 500 family businesses generated USD7.28 trillion in revenues, employing 24.1 million people across 45 jurisdictions. These and other findings were published today in the 2021 EY and University of St. Gallen Family Business Index which reveals how the largest family-owned businesses have responded to the recent turbulence in the global economy.
iM Global Partner, a global asset management network, today announced it has expanded its US-based product offering by acquiring a strategic non-controlling stake of 42 per cent in Asset Preservation Advisors (APA), a leading independent investment advisor specialised in managing high quality tax-exempt and taxable municipal bond portfolios for registered investment advisors, family wealth offices, financial advisors, and institutional clients.
New research from behavioural finance experts Oxford Risk reveals nearly four out of 10 people (38 per cent) claim to have more cash in their current and savings accounts than they would normally have because they have spent less during the Coronavirus crisis.
Vala Capital, the entrepreneur-led venture capital firm, has launched a new tranche for its EIS portfolio – targeting fast-growth British start-ups with strategies to scale quickly and become the next generation of British unicorns.
The European Fund and Asset Management Association (EFAMA) has published its latest quarterly European statistics, tracking and analysing trends in European regulated open-ended fund assets and net flows during Q2 2021.