EY

Financial planning

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

Financial planning

EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...

Financial planning

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...

Funds management

M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....

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Funds management

The Big Four banks have reported combined cash earnings of $28.5 billion but signs are pointing towards challenging conditions, according to EY and KPMG....

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People & Products

Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....

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Funds management

The number of investment managers holding companies to account on environmental and social issues has more than doubled in the past two years as investors demand more cor...

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People & Products

Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...

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Funds management

Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....

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People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

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Funds management

Alternative funds are increasingly seeking to raise assets from the retail and wealth management space as institutions are constrained on the volume they can allocate to ...

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Features

Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....

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Financial planning

There remains a problem for people being able to access affordable advice which could see firms forming joint ventures with technology firms....

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Policy & Regulation

Product issuers and distributors need to be careful with what incentives apply to distributors who sell products to those target customers, according to EY....

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Features

With a significant generational wealth transfer on the horizon, wealth managers and financial advisers will have to adapt their business models to take advantage, writes ...

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