Financial Advisory

Execution Redefines Alpha in Wealth Management Industry
Capital, Risk & Assets Execution Redefines Alpha in Wealth Management Industry

In the ever-evolving landscape of wealth management, a profound transformation is reshaping the definition of success, moving away from the long-standing obsession with "alpha"—the ability to outperform market benchmarks through superior investment returns. Instead, a new focal point has emerged:

Wealth Management M&A Surge: Key Trends and Deals of 2025
Capital, Risk & Assets Wealth Management M&A Surge: Key Trends and Deals of 2025

In an era where financial landscapes are shifting at a breakneck pace, the wealth management industry finds itself at the epicenter of a transformative wave of mergers and acquisitions this year. Across the United States, prominent firms are forging alliances and acquiring smaller players to

How Is Tax Transparency Reshaping Wealth Planning in Asia?
Capital, Risk & Assets How Is Tax Transparency Reshaping Wealth Planning in Asia?

The wealth planning landscape for high-net-worth (HNW) families in Asia is undergoing a dramatic transformation, driven by an unprecedented surge in tax transparency and stringent regulatory enforcement. Once a region where opaque offshore structures offered a shield for vast fortunes, Asia now

Why Is Wealth Management Booming in Indonesia with OCBC?
Capital, Risk & Assets Why Is Wealth Management Booming in Indonesia with OCBC?

Indonesia's financial landscape is undergoing a remarkable transformation, with wealth management services experiencing unprecedented demand across diverse economic segments. This surge is driven by a rapidly expanding middle class, a growing number of ultra-high-net-worth individuals, and evolving

Technology's Limited Impact on Wealth Management Productivity
Capital, Risk & Assets Technology's Limited Impact on Wealth Management Productivity

In the fast-evolving world of wealth management, the assumption that technology serves as a universal solution for boosting productivity has been deeply ingrained among industry leaders and advisors alike. However, recent research challenges this notion, revealing a surprising gap between the

Are You Prepared for 2026 Tax Changes in Australia?
Capital, Risk & Assets Are You Prepared for 2026 Tax Changes in Australia?

Imagine a scenario where the financial year 2026 dawns, and countless Australian businesses find themselves scrambling to adapt to a slew of unexpected tax reforms, facing penalties and cash flow crises simply because they weren’t ready. For business owners across the nation, the clock is ticking

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