GLOBALDATA
Financial planning
Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...
Financial planning
The global financial services industry has seen deals for December 2019 stand at $32 billion, according to GlobalData’s deals database....
Funds management
When it comes to financial security, Gen Z are the most prone to low-tech fraud, according to GlobalData....
People & Products
Financial advisory firms should be concerned about the rise of digital financial advice platforms as they gain popularity, GlobalData believes....
Financial planning
The 18 to 24-year-old generation are looking to save rather than ‘live in the moment’, according to GlobalData....
Financial planning
A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....
Funds management
Asia was the one bright spot in terms of wealth manager assets under management last year, being the only region where assets increased rather than declined....
People & Products
AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...
Financial planning
The proportion of high net-worth individuals is on the rise, and wealth managers must provide sound advice to capitalise on the rise of offshore wealth, according to Glob...
Funds management
China is set to overtake the US to become the biggest retail deposit market in the world in 2021, according to GlobalData....
Financial planning
The next generation will boost sustainable investing in the US, given that demand for such products is moderate at best as it stands. ...
Financial planning
Robo-advice still has a future despite recent closures in the UK and elsewhere, but pricing could be the key, according to the experts....
Financial planning
While standalone robo-advice alone won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData has...
Financial planning
While client referrals remain the biggest means of acquisition, wealth managers need to broaden their focus to beat the market, says GlobalData....
Financial planning
With inheritance planning a growing problem for the ageing entrepreneurial community in China, it could prove a significant business opportunity for wealth managers, acco...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...