Tag: Investment Strategies

Environmental, Social, and Governance (ESG) considerations are becoming increasingly central to corporate strategies. Companies and investors are prioritizing ESG factors to drive sustainable and ethical decision-making processes. As ESG analysis becomes more prominent, it's essential for stakeholders to stay informed and ahead of industry trends.

Mizuho Financial Group and Lombard Odier have embarked on a new journey with their sustainability alliance.

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

Bloomberg has announced the availability of its proprietary Bloomberg Second Measure (BSM) transaction data analytics feeds through Bloomberg Data License for the first time.

Webull Corporation, a leading digital investment platform, has announced the launch of brokerage services in Canada.

Asset managers are increasingly recognizing the importance of judicious investment in differentiators to drive AUM growth. WealthTech company Aiviq, has observed that due to...

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.

Yahoo, a global online giant renowned for its diverse portfolio of iconic products, has made a strategic move by acquiring Commonstock, a rising star in the broker-agnostic social platform sector.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.