Articles by: Shitong Chen

Image: fran_kie, via Shutterstock

Does the type of firm drive which adviser a consumer chooses?

When deciding who to engage with to manage their financial affairs, consumers have a dizzying array of options to choose from. Advisers possess varying degrees of education and professional credentials, […]

by March 16, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Image: Shutterstock, via: Sirastock

Advisers need more than one approach to retirement planning

The Retirement Income Review released late last year testifies to the strengths of Australia’s retirement system and concludes that the Australian retirement savings model is well developed. But retirement concerns […]

Why wealthy investors at a market crossroads are hesitant to invest

Why wealthy investors at a market crossroads are hesitant to invest

CoreData’s Q3 Investor Sentiment Research shows that high net worth individuals (HNWIs) are hesitant to invest more in risky assets, especially international equities, in the short term. As the pace […]

by October 9, 2020 0 comments Advice, APAC, Asset management, Global
An alternatives universe beckons for advisers willing to explore

An alternatives universe beckons for advisers willing to explore

Since the 1970s when big names like Sequoia, Bridgewater and KKR were founded, alternative asset classes have been in the playbooks of institutional investors such as pension funds, endowments, and […]

by September 11, 2020 2 comments Advice, APAC, Asset management, Global
How the wealthy invest differently at times of high uncertainty

How the wealthy invest differently at times of high uncertainty

If you were told in January what equity markets would be like in March, you probably wouldn’t have believed it. If you were told in March that a strong equity […]

by August 10, 2020 0 comments Advice, APAC, Global, HNW/private banks, Insights