Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees 

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game