Knowledge Centre

Your source for perspectives on industry challenges and opportunities affecting you and your clients.

Below are our five most recent Knowledge Centre materials. To view all materials, as well as filter by the markets we serve and by material type please visit our Knowledge Centre Archive.

  • Jun
    27
    2014

    2014 Futurewealth Report Part 4: The advocacy impact

    The final paper of the 2014 series takes an in-depth look at what behaviours and circumstances would trigger Futurewealthy clients to refer friends and colleagues to their wealth manager. 

    [... More]

  • Jun
    24
    2014

    Where are Active ETFs Headed?

    While some still regard exchange traded funds (ETFs) as passive, beta-indexing tools for basic market exposure, the rise of active management in the ETF space may well be the industry’s next evolutionary step. [... More]

  • Jun
    4
    2014

    May 2014 Monthly Market Commentary

    Economic growth showed measured improvement globally, and inflation remained below target in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—saw government bond yields fall, while global equity markets were again positive. While not as robust early in 2014 as they were last year, we believe equities have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

  • May
    7
    2014

    April 2014 Monthly Market Commentary

    Economic growth remained mixed across the globe, and inflation was tame in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—experienced a modest decrease in government bond yields. Global equity markets showed impressive resilience and were again positive. Global equity markets have not been as robust early in 2014 as they were last year, but we believe they have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

  • May
    6
    2014

    2014 Futurewealth Report Part 3: Enhancing the customer service curriculum

    The third paper of the 2014 four-part series takes an in-depth look at what causes Futurewealthy clients to stick with their wealth manager for the long haul. 

    [... More]

Knowledge Center Archive