Category: Industry Insights

Business

Ten interesting things we read this week

Some of the most fascinating topics covered this week are: Investing (Five levels to become the master investor; Buy-and-hold myth; Green investing has shortcomings), Business (Coronavirus rips a hole in newspapers’ business models; Meet the 13-year-old entrepreneurs), Lifestyle (Why so many smart people aren’t happy) and Geopolitics (Art of war and Sino-Indian business).

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Advisors

The UN’s Covid-19 Response Team Is Calling For A New Era Of Collaborations With The Private Sector (And Kindness)

At a time when across the world, all countries are faced with the pressing dual concerns of health and the state of the economy, the United Nations is emphasising the importance of creating innovative partnerships as a way forward. With healthcare looking to rapid innovation from traditional and non traditional healthcare players, global players like the UN have made a call to entrepreneurs and innovators to take part in global solutions.

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Family Offices

Family offices stepping up PR and marketing efforts, says new study

A new study by BackBay Communications has found that while family offices remain more discreet in their public-facing activities than traditional asset management firms, many leading family offices have begun to leverage marketing and public relations to create differentiation and build awareness in support of their investment and impact objectives.

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Advisors

Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards

In light of the financial chaos that has resulted from the global pandemic, many investors are turning to professionals for advice rather than trying to manage their portfolios on their own. During the long bull market, many investors may have believed they were very smart with their investments, since they were making nice returns, so why pay someone for advice?

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