People Moves
22 May 2024

Franklin Templeton Makes Leadership Changes

California-based investment manager Franklin Templeton revamps its distribution leadership teams to...

Technology
22 May 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other...

ESG
22 May 2024

UK Private Investment Office Secures Coveted B Corp Status

Firms must continuously prove their credentials in these areas. Despite pushback on ESG in the...

Surveys
22 May 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analysing AI's impact on jobs, skills, wages, and productivity suggests that AI...

Surveys
21 May 2024

Affluent Asian Parents Look Abroad For Education, Flinch At Cost – HSBC

Banks such as HSBC know that affluent/HNW clients look to them for advice about the financial...