From North America overtaking Asia-Pacific as the top wealth market to high net worth investors stockpiling cash, here are the most shocking takeaways from the World Wealth Report from Capgemini and RBC Wealth Management.
Although there are significant business advantages, many advisors are still buying into the myths about social media usage. But get ready to debunk six of the biggest misconceptions about social media.
Innovation may be difficult to define and hard to identify, but academic research suggests that innovative companies outperform. In this whitepaper Portfolio Managers explore what is Innovation, its role in successful companies and how Guinness Atkinson identifies Innovators for the Global Innovators Fund....More
Many small business owners want to plan for their company’s long-term future and their own retirement. In the past, addressing a small business owner’s retirement and buy-sell needs often meant proposing two independent solutions....More
Shedding non-core activities can free advisors to focus on what’s really important; meeting with clients and engaging in other revenue generating activities. Outsourcing the investment management function of the practice is one way to do so. For those still skeptical—the proof is in the results....More
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?...More