Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term
Cerulli
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Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented
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ETF demand rises across Asia
Competition among asset managers to cut the total fees of exchange-traded funds is ‘intensifying’
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US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
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ESG products gain popularity in Asia
Improved performance has attracted more retail investors in the region By Michelle Ng
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Retail investors make foray into European private asset space
It has been traditionally available only to institutional players
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Will the fee-based advisory model gain ground in Asia?
Recent regulatory developments are ‘worth watching’ as they can influence a larger shift in region
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US children unlikely to choose parents’ adviser
Financial services professionals need to start early – before money is inherited
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Variety of ESG bond funds ‘poised to expand’
Investment grade corporate dominates sustainable bonds, but range of asset classes will grow, says consultancy
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Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
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Millennials are willing to pay for financial advice, finds study
Investors under 40 are willing to pay for expert financial advice, according to the latest study by US consultancy firm Cerulli Associates.
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Wealthy Singaporeans favour cash compared to HK counterparts
High net-worth individuals (HNW) in Singapore hold greater amounts of cash and deposits compared to their Hong Kong counterparts, according to Ivan Han, a Singapore-based senior analyst at Cerulli Associates.