Like it or loathe it, the global wealth management sector is really feeling the heat these days as it deals with a low interest rate …
Why standalone robo-advisers will fail to attract affluent investors
While robo-advisers bring real value and utility, there is mounting evidence that robo-advice alone will not attract affluent investors, according to GlobalData Financial Services. There …
Robo-advice growth? – why robo-advice has low consumer appeal
Despite all the FinTech marketing proclaiming robo-advice growth, across the generations an average of only 1% of consumers are using robo-advice for arranging their investments, according …
When managing wealth affects mental health
Richard Isham, employment partner at Wedlake Bell LLP, highlights two recent initiatives that are designed to highlight the issue of mental health in the workplace. …
Cryptocurrency positives and benefits
Cryptocurrency positives and benefits include protection against identity theft; as well as greater clarity, accountability and quicker settlement, according to GlobalData Financial Services. Cryptoc…
The downsides of cryptocurrencies
The downsides of cryptocurrencies: Most agree that the blockchain technology that underpins crypto has definite value, particularly from a security perspective. Yet there are widely …
Why cryptocurrencies should not replace traditional currencies
Cryptocurrencies should not replace traditional currencies because they could badly damage the global economy, according to GlobalData Financial Services. GlobalData Financial Services says most preva…
How multi-family offices are preparing for millennials
WealthInsight head, Oliver Williams, reviews how multi-family offices (MFOs) are responding to generational and technological challenges. Like other areas of wealth management, MFOs recognise that the…
Millennials poised to drive a philantrophic boom
Millennials are poised to drive a philantrophic boom, according to GlobalData Financial Services Investing back into society is growing in importance among the young and …
UK robo-advice standards must be raised
The Financial Conduct Authority’s (FCA’s) recent review of UK robo-advisers revealed serious failings at a number of providers. In a nascent market – where many …