Cerulli
US children unlikely to choose parents’ adviser
Financial services professionals need to start early – before money is inherited
Investment | 26 Nov 18
Variety of ESG bond funds ‘poised to expand’
Investment grade corporate dominates sustainable bonds, but range of asset classes will grow, says consultancy
Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
Millennials are willing to pay for financial advice, finds study
Investors under 40 are willing to pay for expert financial advice, according to the latest study by US consultancy firm Cerulli Associates.
Wealthy Singaporeans favour cash compared to HK counterparts
High net-worth individuals (HNW) in Singapore hold greater amounts of cash and deposits compared to their Hong Kong counterparts, according to Ivan Han, a Singapore-based senior analyst at Cerulli Associates.