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Thursday, 28 February 2019 06:39

Changes Ahead For The Mutual Fund Industry?

Mutual Funds have changed quite a bit over the past decade – is that trend likely to continue?

ESG funds increased by nearly 50% in 2018 and assets grew to over $160 billion after a third consecutive year of significant in-flows.

Wednesday, 06 February 2019 09:36

Financial Advice From Captain Kirk?

Taking financial advice from Star Trek? What? In a recent piece for Bloomberg, Mark Gilbert suggests doing just that based on a new approach shared on the Epsilon Theory website.

Tuesday, 05 February 2019 06:57

What's Driving The Surge In M&A?

Activity in the Mergers and Acquisitions space is accelerating, but what's driving the spike? 

Tuesday, 15 January 2019 15:16

What's Ahead For ETFs In 2019?

Despite significant market turbulence in 2018, ETFs continued to grow in popularity and gain assets.

Friday, 11 January 2019 08:48

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and reading each and every one how do you know which ones are best?

Tuesday, 08 January 2019 09:37

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.

Wednesday, 02 January 2019 09:22

2019: New Year, New Challenges

All signs point to changes ahead. Many believe we're entering a sustained bear market - are you prepared to talk to your clients about it?

Alex Bernhardt, Senior Responsible Investment Consultant at Mercer, says poor performance because of responsible investing is a myth that needs to be ignored.

2018 brought significant fluctuations in the market. Despite those challenges, wealth management remained one of the strongest sectors of financial services.

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