Showing 25 to 36 of 51 results
Hybrid Events: The Future of Investment Fund Company Advisor Outreach
Following the COVID-19 pandemic, investment fund companies adopted a hybrid approach to advisor outreach, combining in-person and virtual events to maximize reach and cater to diverse learning preferences; this strategy addresses "Zoom fatigue" while maintaining the efficiency of digital platforms a...
Hybrid Events: The Future of Investment Fund Company Advisor Outreach
Following the COVID-19 pandemic, investment fund companies adopted a hybrid approach to advisor outreach, combining in-person and virtual events to maximize reach and cater to diverse learning preferences; this strategy addresses "Zoom fatigue" while maintaining the efficiency of digital platforms a...
Progress
36% Bias Score
Activating Wealth: A Four-Part Framework for Financial Well-being
This article presents a four-part framework (Grow, Protect, Give, Live) for wealth management, emphasizing purposeful action and progress over simple net worth, offering a more resilient approach to financial well-being during market fluctuations.
Activating Wealth: A Four-Part Framework for Financial Well-being
This article presents a four-part framework (Grow, Protect, Give, Live) for wealth management, emphasizing purposeful action and progress over simple net worth, offering a more resilient approach to financial well-being during market fluctuations.
Progress
36% Bias Score
Investment Strategies: Performance Chasing vs. Long-Term Growth
AJ Bell's study of six investment strategies over one and ten years showed performance chasing yielded the highest short-term returns (£25,500 from £10,000 over ten years), but a global tracker fund provided superior long-term growth (£32,500).
Investment Strategies: Performance Chasing vs. Long-Term Growth
AJ Bell's study of six investment strategies over one and ten years showed performance chasing yielded the highest short-term returns (£25,500 from £10,000 over ten years), but a global tracker fund provided superior long-term growth (£32,500).
Progress
40% Bias Score
Bankinter's Private Banking Division Achieves Record €65 Billion in Assets Under Management
Bankinter's private banking division in Spain achieved record €65 billion in assets under management in 2024, a 13% increase, resulting in a €270 million pre-tax profit and adding 4,500 new clients, exceeding €6 billion in loans to clients. This is driven by strong net new money and growth in off-ba...
Bankinter's Private Banking Division Achieves Record €65 Billion in Assets Under Management
Bankinter's private banking division in Spain achieved record €65 billion in assets under management in 2024, a 13% increase, resulting in a €270 million pre-tax profit and adding 4,500 new clients, exceeding €6 billion in loans to clients. This is driven by strong net new money and growth in off-ba...
Progress
48% Bias Score
Founders Should Prioritize Personal Finances Before Startup Exit
Matt Ford, CEO of Sidekick Money, advises startup founders to prioritize their personal financial security before exit planning, arguing that financial pressures can negatively impact decision-making during negotiations, as illustrated by his experience selling Pariti to Tandem Bank in 2018.
Founders Should Prioritize Personal Finances Before Startup Exit
Matt Ford, CEO of Sidekick Money, advises startup founders to prioritize their personal financial security before exit planning, arguing that financial pressures can negatively impact decision-making during negotiations, as illustrated by his experience selling Pariti to Tandem Bank in 2018.
Progress
44% Bias Score
Mediobanca Premier's Client-Centric Strategy Drives Growth
Mediobanca Premier, with 110 financial advisory centers and over 650 professionals, focuses on a high-net-worth clientele, using a multi-channel approach and planning six new center openings by June 2025 to expand its reach.
Mediobanca Premier's Client-Centric Strategy Drives Growth
Mediobanca Premier, with 110 financial advisory centers and over 650 professionals, focuses on a high-net-worth clientele, using a multi-channel approach and planning six new center openings by June 2025 to expand its reach.
Progress
44% Bias Score
Canada's Financial Industry Must Adapt to Serve Women
By 2026, women will control half of Canada's wealth, but only 15% of financial advisors are women, resulting in low client confidence and high advisor turnover among widows; this is driving a call for increased diversity and inclusive practices within the industry.
Canada's Financial Industry Must Adapt to Serve Women
By 2026, women will control half of Canada's wealth, but only 15% of financial advisors are women, resulting in low client confidence and high advisor turnover among widows; this is driving a call for increased diversity and inclusive practices within the industry.
Progress
32% Bias Score
Italy Faces €88 Billion Inheritance Crisis by 2040
By 2040, €88 billion in Italian assets will lack heirs due to low will-making rates (12%), prompting experts to promote philanthropy as a solution for managing these resources and avoid significant social and economic consequences.
Italy Faces €88 Billion Inheritance Crisis by 2040
By 2040, €88 billion in Italian assets will lack heirs due to low will-making rates (12%), prompting experts to promote philanthropy as a solution for managing these resources and avoid significant social and economic consequences.
Progress
36% Bias Score
Women's Rising Wealth Creates Opportunities and Challenges for Wealth Management Firms
By 2028, Canadian women will control $3.8 trillion in assets, prompting wealth management firms to adapt their strategies to attract and retain female clients who prioritize financial planning and holistic approaches, unlike men who focus on short-term gains.
Women's Rising Wealth Creates Opportunities and Challenges for Wealth Management Firms
By 2028, Canadian women will control $3.8 trillion in assets, prompting wealth management firms to adapt their strategies to attract and retain female clients who prioritize financial planning and holistic approaches, unlike men who focus on short-term gains.
Progress
40% Bias Score
Lotto Hessen Offers Advice to Winners, Including Recent €88 Million Prize
Lotto Hessen in Hesse, Germany, offers free advice to lottery winners of all amounts, focusing on financial planning, privacy, and emotional support; a recent €88 million winner is awaiting confirmation.
Lotto Hessen Offers Advice to Winners, Including Recent €88 Million Prize
Lotto Hessen in Hesse, Germany, offers free advice to lottery winners of all amounts, focusing on financial planning, privacy, and emotional support; a recent €88 million winner is awaiting confirmation.
Progress
24% Bias Score
U.S. Stock Focus Drives Double-Digit Returns for Baskin Wealth Management
Barry Schwartz, CIO of Baskin Wealth Management, overseeing $2.7 billion, shifted his portfolio to favor U.S. stocks due to a lack of reasonably valued Canadian options; this strategy yielded double-digit returns, including 29.4% in the past year.
U.S. Stock Focus Drives Double-Digit Returns for Baskin Wealth Management
Barry Schwartz, CIO of Baskin Wealth Management, overseeing $2.7 billion, shifted his portfolio to favor U.S. stocks due to a lack of reasonably valued Canadian options; this strategy yielded double-digit returns, including 29.4% in the past year.
Progress
36% Bias Score
Wealthfront and Capitalize: Fintech Success Stories in a Competitive Market
Wealthfront, a robo-advisor, achieved $80 billion in assets under management and a 46% revenue increase in 2024, while Capitalize, a 401(k) rollover platform, facilitated $3 billion in rollovers, showcasing success in a competitive fintech market.
Wealthfront and Capitalize: Fintech Success Stories in a Competitive Market
Wealthfront, a robo-advisor, achieved $80 billion in assets under management and a 46% revenue increase in 2024, while Capitalize, a 401(k) rollover platform, facilitated $3 billion in rollovers, showcasing success in a competitive fintech market.
Progress
44% Bias Score
Showing 25 to 36 of 51 results