A number of factors are boosting optimism for investors and business owners, and sustainable investing is losing none of its shine, latest UBS global polling shows.
Switzerland's largest bank and the world's No 1 wealth manager by assets reported full-year and fourth quarter figures for 2020 today. UBS has a substantial business in the US - and its international footprint means the firm has been reporting results in dollars for over two years.
This news service talks to Skip Schweiss, the new president of the Financial Planning Association. He's not worried that a Big Tech player such as Amazon will enter the financial services market.
On the same day that a report came out pointing to record RIA merger and acquisition activity, one of the most prominent players in the field announced yet another deal.
The CEO and two other senior executives are having their 2020 pay slashed. Goldman Sachs said the three figures did not take part in illicit activity but their pay was cut because the 1MDB affair was an "institu...
More data has come through to confirm how last year's pandemic triggered an upsurge in giving, requiring advisors to intensify their work in ensuring clients' plans stayed on track. ...
The private client law firm, which works with family offices and other wealthy clients, said estate and tax planning are top of the list of priorities this year, as pressures to raise revenues grow. ...
The latest wealth management transactions in North America. ...
This is the tenth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...
This news service talks to a US venture capital firm that operates in health-related sectors, stretching from foods, personal care and beauty. It is an example of the kind of sectoral approaches that drive sourc...
An enduring debate in wealth management is how advisors should segment clients, or should they at all? Should they be guided by financial metrics, such as minimum investible assets, or by sources of the money? W...
As we sign off ahead of the holiday, Group Editor Tom Burroughes looks back at an extraordinary 12 months for the wealth management industry and wider world. ...
The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...