$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by 2030 Generation Y and Millennials [...]…
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy [...]…
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — [...]…
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed [...]…
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the [...]…
Peter Nesvold’s new merchant bank invests in Stratos September 30, 2020 Verdict Staff 
Citi to establish largest wealth hub in Singapore later in 2020 September 30, 2020 Verdict Staff 
GIC & MassMutual to acquire Blackstone’s shareholding in Rothesay Life September 30, 2020 Hannah Wright 
