6 in 10 wealth managers rejecting smaller investors

Nearly 6 in 10 wealth managers are turning away clients who fall below their minimum investment level with more adopting this strategy as costs rise and fees fall.

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Wealth managers ‘won’t survive’ unless they digitally innovate

New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.

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HNW offshore investment demand outstrips supply - survey

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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MiFID II support tool for wealth managers unveiled

Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.

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