Voices 4 Key Points on Wealth Management's Disruption
Mitchell H. Caplan joined executives from Betterment, SigFig and United Capital at last month’s In|Vest Conference to discuss innovations in financial technology and its impact on the wealth management industry. While opinions were varied, the dialogue revealed one clear consensus: technology is driving the disruption and disintermediation of financial advice. – July 31 / Financial Planning
Neal Cross: «Transforming Private Wealth Management»
What is important is that the industry is able to innovate the way it fundamentally operates - and that's still more about how we develop systems and processes to better understand people. – July 31 / The Business Times
Prepare Your Finances For a Catastrophe
Sometimes it is good to remind ourselves, why are we in business? Many people will reply – to make a profit, but is this really the case? For example, many entrepreneurs enjoy finding solutions. – July 31 / freshbusinessthinking.com
Why Messi's Name Came in Panama Papers for Tax Evasion
Excerpt from «The Panama Papers» co-authored by Frederik Obermaier and Bastian Obermayer. – July 25 / daily O
Cow Urine Can Sell for More Than Milk in India
India has spent 5.8 billion rupees on cow sheds since 2014. – July 25 / Bloomberg
DBS: Transforming Private Wealth Management
What is important is that the industry is able to innovate the way it fundamentally operates – and that's still more about how we develop systems and processes to better understand people. – July 21 / The Business Times
Steering OCBC Through a Complex World
The bank, which won gold for Best Managed Board (Large-Cap), is also looking long-term at its ability to offer empathy to clients struggling in a volatile environment. – July 21 / The Business Times
The Best Books About Family Businesses, Dynasties and Wealth
Ok, you may not wants to take a book away with you on your summer break about family business and wealth, but if you’re so inclined to find out a little bit more about either the world you work in, or give advice on, maybe one of these ten books might interest you. – July 15 / Family Capital
Oanda in Asia: Delving Deep Into News, Trading, Expedia and Tesla
June this year was a very poignant month for technology-led electronic trading company OANDA Corporation, as its Asia Pacific division, based in Singapore, gained a new CEO, in the form of Former Saxo Bank senior executive Kazuaki Takabatake. – July 15 / FinanceFeeds
What About Asia's Frontier Markets?
As Chinese growth has slowed, investors are taking a closer look at Asia's fast-growing frontier markets. – July 13 / The Financialist
Brexit Triggers Surge in London-based Singapore Bankers Seeking Return Home
Singaporean banking professionals working in Britain have already started looking for jobs back home following the UK’s Brexit vote. And banks in the city state are set to take advantage of this new source of Singaporean talent. – July 9 / efinancialcareers
Wealth Managers Overestimate Their Skills and Face Digital Disconnect
Wealth managers seeking to please their HNWI clients may need to consider how changes in demographics are affecting expectations around technology. As it stands, many wealth managers remain behind the curve when it comes to providing clients with digital offerings. – July 8 / consultancy.uk
A WhatsApp Moment for Asia's Banks
Asian banking is on the cusp of a WhatsApp moment. Remember paying an arm and a leg for text messages? Now all the telcos in the world combined can't match WhatsApp's 30 billion pings a day. Financial transactions will go the same way, and Asia may lead the trend, rather than following it a decade later. – July 8 / Bloomberg
The Next Tycoons: What's On Their Plates
Getting the daughters of a handful of Hong Kong’s business elite together for a photo shoot was an idea easier in the conception than in the execution. – July 8 / Forbes Asia
How Digitized Customer Journeys Can Help Banks Win Hearts, Minds, and Profits
Few financial services institutions have fully embraced digitization. While most have some degree of online and mobile banking presence, functionality is often scattershot and limited to the front end. – July 8 / BCG Perspectives
