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Latest News

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Reports - April 16, 2021

BlackRock's AuM Surpasses $9 Trillion

The fund manager oversees more assets than all the world's sovereign wealth funds combined, owning a large slice of stocks and bonds. ...

Comment and Analysis

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Technology - April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

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Technology - March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

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Family Office - March 30, 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the life sciences sector by a Middle East sovereign wealth fund made headlines. But family offices have been quietly working in the space for years. And the latest deve...

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Technology - March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...