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Nearly 1 in 5 IFA firms are still in 'survival mode' 18-months on from RDR deadline – survey 19/09/2014
Nearly 1 in 5 IFA firms are still in 'survival mode' 18-months on from RDR, according to an adviser survey by Dunstan Thomas.

Global billionaire population reaches new record 18/09/2014
The global billionaire population has reached a new record of 2,325 with the addition of 155 new billionaires in 2014.

UK wealth management assets hit another record during second quarter 17/09/2014
The volume of assets managed by UK wealth management firms reached another new high during the second quarter of 2014, according to the latest data released by ComPeer, a London-based research firm.

EXCLUSIVE: Wealthy UK women express high levels of satisfaction with and loyalty to their wealth manager 17/09/2014
New research has found an encouraging pick-up in the levels of client satisfaction among wealthy women in the UK.

Quoted companies with a family interest tend to outperform - study 16/09/2014
In a follow up study IE business school in Madrid has dug further into why family businesses outperform their stockmarket peers.

Financial services providers fail to connect with millennial generation – research 15/09/2014
Financial services providers such as life insurers, banks and asset managers are failing to connect with the millennial generation or generation Y, according to new research by BNY Mellon and a team of undergraduates from Saïd Business School, University of Oxford.

Rise of the planet of the multi national mobile wealthy - Barclays report 15/09/2014
The opening up of markets and rise of technology is leading to increased mobility among high net worth individuals according to Barclays.

Private wealth inflows bring hedge fund assets to $2.9tn – research 29/08/2014
Despite competition increasing in the past 12 months, 64 percent of hedge fund managers of pooled hedge fund products assets increased.

Wealth managers urged to offer a holistic view in client reporting – research 22/08/2014
Wealth management firms seeking to become their clients' primary advisors need to offer a holistic view, according to research by Aite Group’s Wealth Management team.

Clients prioritise performance over brand name when investing in retail bonds – Barclays Stockbrokers 20/08/2014
Recent company performance, annual interest payable on the bond and whether the company is a ‘brand name’ are the most important factors for retail investors when investing in retail bonds, a Barclays Stockbrokers survey has found.

 
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