Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles
High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial
The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?
Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?
Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity
Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?
Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same
Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?
Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers
With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients
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