ESG is a key part of the investment industry, and in light of this Bonhill Intelligence invites you to take part in our latest ESG survey.
Tell us what you think is the most important ESG strategy, how your attitudes toward ESG have changed in the past three years, and how do you expect fund managers to adapt to the changing ways of investing.
Please take three minutes to share your thoughts by clicking on the link: https://www.surveymonkey.co.uk/r/ESGClarity2022.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.