Today, disruption is accelerating everywhere you look. The past three years have seen CEOs and leadership teams tested as never before, as they’ve had to navigate their organizations through multiple challenges ranging from a pandemic to supply chain dislocation, and from geopolitical…
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The defined contribution (DC) industry in the US has an important role to play in helping to solve a multitude of future retirement challenges faced by many Americans. However, the attractiveness of the recordkeeping business is waning for many providers: administration fees…
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Creativity, color, and fun might not be the first words that spring to mind when you think of capital markets, but I think that’s about to change. The growing emphasis on the customer and employee experience is challenging our industry to bring…
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The Capital Markets industry should be recognised for diving in early into the Metaverse. Many firms are already looking or experimenting on how to enhance business-to-consumer (B2C) and employee experiences through leveraging this spectrum of digitally enhanced worlds and realities. And while…
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Today, capital markets firms in North America are mobilizing their efforts for the transition to T+1 settlement in 2024. With this deadline quickly approaching, any firm that hasn’t yet launched its T+1 program, should do so as a matter of urgency: a…
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What drivers are shaping the future of wealth management and advice across Europe? Our recent research study, Creating the wealth management firm of tomorrow, conducted jointly with PIMFA aimed to provide some answers. In the underlying survey, we asked C-Level industry executives…
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“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and the time to begin is now.” The Future of Capital Markets:…
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In our recent report, Empowering relationship managers: The tools they need to succeed, we made the point that wealth management firms in Asia have set ambitious growth goals that most are unlikely to meet—unless, that is, they also tackle the productivity challenges…
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As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across…
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The move to a T+1 settlement cycle in the US capital markets is now less than two years away. Currently being expected for Q3 of 2024, it’s a profound change that will see trades across several equity and fixed income products switch…
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As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out a...
In recent weeks, an array of bad-news stories has led some commentators to predict the demise of cryptocurrencies and other digital assets. These stories include the collapse of the algorithmic stable...
The move to a T+1 settlement cycle in the US capital markets is now less than two years away. Currently being expected for Q3 of 2024, it’s a profound change that will see trades across several equity...
Mortgages. Student loans. Tax allowances. Investment strategies. Credit card debt. Pensions. Buy-now-pay-later offers. When you’re fresh out of college and starting a new chapter, the world of financi...
European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. While this could offer significant potential growth for...
There is no doubt that Asia could offer great growth opportunities in wealth management—for both local players and international firms. Just consider for a moment the economic strengths and dynamic de...
What drivers are shaping the future of wealth management and advice across Europe? Our recent research study, Creating the wealth management firm of tomorrow, conducted jointly with PIMFA aimed to pro...
In our recent report, Empowering relationship managers: The tools they need to succeed, we made the point that wealth management firms in Asia have set ambitious growth goals that most are unlikely to...
“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and t...
Today, capital markets firms in North America are mobilizing their efforts for the transition to T+1 settlement in 2024. With this deadline quickly approaching, any firm that hasn’t yet launched its T...
