Next-gen platforms cater for wealth management renaissance

Financial Simplicity offers views on the implications for investors of rapid technology change. http://www.financialstandard.com.au/news/view/23437492

By | October 22nd, 2012|Business Model Considerations|0 Comments

Whither the US election… And Europe… And China?

With the US election fast approaching on November 6, election fever has gripped the US. However, while the outcome is doubtless very important to the US electorate, global markets remain as focussed, if not more so, on the continuing challenges in Europe, not to mention the slowing economy in China. As Australian equities fall driving [...]

By | October 9th, 2012|Adding Value To Clients|0 Comments

Yes, the rich really are different…

Really interesting article in Canada’s Globe and Mail newspaper considering attitudes that differentiate the highly affluent from those who are not. But the lessons and thought patterns presented in this article are not just the domain of the rich right now. More and more wealth clients – high net worth and mass affluent alike – [...]

By | October 1st, 2012|Adding Value To Clients|0 Comments