Challenges and Opportunities for Wealth Managers

Financial services firms are teeming with clients who need help dealing with aging parents, but many…

Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations

As managing wealth becomes more complex and multigenerational, high-net-worth (HNW) and ultra-high-net-worth (UHNW) families increasingly demand…

‘Fee War’ Among Asset Managers Plateaus

The long-term trend of declining fund fees hit a plateau in 2024, with the asset-weighted average…

Ex-Schwab Advisor Files Discrimination Suit Over Bank Branch Manager’s Alleged Bias

A former bank branch advisor with Charles Schwab is suing the company, claiming it ignored sex…

Are the UK’s fund managers starting to beat the market?

Are fund managers starting to beat the market? The active fund management industry has been taking…

Five of the best female fund managers

Who are the fund managers you rate highly? Chances are you’ll probably list the likes of…