Mega Advisor Teams Control 42% of the Advisory Marketshare
New research from global analytics firm Cerulli Associates, predicts that target-date strategies will capture 63.4% of 401(k) contributions in 2018.Read more.
Service Delivery Trumps Offerings says Study
How firms deliver service is the greatest differentiator between the state of the art and the state of the industryRead more.
Over Half Believe Wealthy Starts at £10m
A recent survey by Oracle Capital Group, the independent international multi-family office, has shown that more than 55% of peopleRead more.
UK and Ireland Have Highest Death Duties
The UK and Ireland take the highest proportion of inheritance tax or estate tax of any major world economies, accordingRead more.
The Art to Investing in Art
Art is the ultimate symbol, the ultimate luxury item. But is it a wise investment?Read more.
SME Entrepreneurs Announce Budget Wishlist
Businessmen give their views on what they want to see in the forthcoming Budget, which is to be announced byRead more.
Societe Generale to Sell Private Banking Activities
Societe Generale has agreed to sell to DBS its private banking activities in Singapore and Hong Kong, representing a totalRead more.
deVere Group Backs IFS Concerns
One of the world’s largest independent financial advisory groups is supporting a leading economic think tank’s warnings about the UK’sRead more.
Investor Confidence in UK Shares
Sentiment towards UK stocks reaches highest point in investor survey’s 11-month historyRead more.
RiverPeak Wealth Appoints Marianne Hay
Marianne Hay has joined the Advisory Board of RiverPeak Wealth, the newly launched wealth management firm.Read more.
RiverPeak Wealth Expands Senior Team
James Powell, former director of private banking at Banque Havilland, is joining newly launched wealth management firm RiverPeak Wealth asRead more.