News results for Client Affairs
Weatherbys Steps Up Fraud Awareness
The pandemic has arguably created an open season for cyber criminals. UK consumers have higher than...
REYL Continues Supporting Top-Flight Athletes
Elite sport has been one of many casualties of pandemic disruptions. With a delayed Summer Olympics...
Asset Managers Slammed On Deforestation Disclosure
A new report has ranked BlackRock, Fidelity, and Vanguard among the worst for reporting on the...
UK Banks Cut Some European Nationals' Accounts
Brexit has created a headache for banks serving EU nationals who live in the UK, and for some UK...
Healthcare Investing On The Front Lines
With all eyes on the vaccine rollout and what that means for economic recovery this year, we look...
Investors Press To Protect Stranded Seafarers
A group of asset and investment managers are drawing attention to a humanitarian crisis unfolding...
FCA Finds Plenty Of Liquidity Stress In UK Firms
In a report out yesterday the regulator said 4,000 firms were in danger of going out of business...
Soaring Fraud Puts E-Commerce In Seasonal Spotlight
This year e-commerce will handle most of the seasonal shopping traffic. With digital payment fraud...
Bank Luminary Joseph Safra Dies At 82
His financial empire included Zurich-based J. Safra Sarasin, Safra Bank in Sao Paolo and the Safra...
ESG Phenomenon: Mirova Ups Stakes On B-Corp Values
Developments and commentary in and around the ESG investment space. ...
Comment & Analysis results for Client Affairs
Wealth Managers Respond To ID Theft Threats
With identity theft on the rise, high net worth individuals are being increasingly targeted. Wealth...
Seven Issues Wealth Managers Should Know About Divorce
Divorcing clients require a great deal of financial and emotional support. In order to provide the...
Opportunities, Pitfalls During Client Onboarding - New Report
The potential for significant asset growth means new-client onboarding is an important process for...
Interview: Quintessentially Follows The Money
Quintessentially has followed the example of banks and asset managers by relocating its global...
From Shirtsleeves To Shirtsleeves: The Psychological Barriers To Maintaining Wealth
For companies who make their business out of managing family wealth, trying to prevent the...
Exclusive Interview: The Alliance's Tom Livergood On The New Risk Management
Cyber crime is reported to be the fastest growing type of criminal activity, with such firms as...
Exclusive: Chinese Buyers Pile Into Luxury London Property
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Freedom From Wealth: Society Defines Insider Trading
All too often private wealth holders are the victims of fraud and financial theft, which is why...
Social Security: Maximizing Benefits Is Critical
With lifespans increasing, pensions disappearing and returns on IRAs and 401(k) plans uncertain,...
Challenging Conventional Thinking On Retirement Distribution Planning
Conventional wisdom about retirement distribution planning among financial advisors is actually...
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