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Showing 1 - 8 of 8 results for "GlobalData"

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON  |  MONDAY, 17 AUG 2020
... products as a result of the COVID-19 pandemic despite low trust in the providers, according to the latest research from GlobalData. The analytics and data firm's 2020 Global Wealth Managers Survey revealed 88% of wealth managers reported heightened demand ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers how they could minimise the risk of a next-generation HNW ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... Despite the recent closure of UBS' robo-advice offering in the United Kingdom, robo-advice is here to stay. According to GlobalData wealth management analyst Sergel Woldemichael, the high-profile shuttering of the giant's UK robo platform means little ...

Royal Commission to drive independent advice market: GlobalData

KANIKA SOOD  |  MONDAY, 30 APR 2018
... businesses to set shop alone, as customers move towards independent advice following the Royal Commission, according to GlobalData. Customers will become more discerning in their choice of financial advice; even the demographics not typically drawn to ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... not feel threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from universal banks as a threat. The data analytics firm highlighted ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do well to offer tailored services to professional athletes as their limited time means they ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
... With significantly less dedicated products being offered to this demographic, business information and analytics firm GlobalData believes the wealth management industry should start paying greater attention. "If just 1% of these female entrepreneurs ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. New GlobalData research shows while millionaires represent just 0.2% of the world's population, they hold over 30% of the world's investable ...
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