08/31/2021

‘Sticky’ customer base to help wealth platforms

For example, not only does a growing client base attract a larger pool of investment managers who want to get their funds on the shelves, the pricing power that platforms have with those managers rises exponentially with scale.

08/26/2021

FamilyOfficeHK on a charm offensive

The government body is promoting Hong Kong as a regional family office hub, despite quarantine restrictions and tighter Beijing control.

08/16/2021

Tech myths your firm should ditch

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi

08/13/2021

Record low CFA pass rate

Combined with the earlier released level one results, May's CFA exams had the lowest pass rates ever.