WM Market Reports
13 June 2022

Wealth Managers Should Expect Lower AuM This Year, Capture Revenue Opportunities – Study

Although headwinds caused by geopolitics, the pandemic and economics will likely dent assets this...

WM Market Reports
13 June 2022

Citi Global Wealth Updates 2022 Investment Outlook

Citi Global Wealth Investments has released its Mid-Year Outlook for 2022: Investing in the...

Compliance
13 June 2022

Outgoing Hong Kong CEO Says City Must Reopen To Retain Financial Clout

The CEO has held the post in Hong Kong since 2017, and her tenure has coincided with a new ...

M and A
10 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Strategy
10 June 2022

Human-Assisted Advice: Clients Still Need Human Touch

The "consumer-led" and "human-assisted approach" offers great potential for advice firms and other...