Accenture’s recent research on the post-digital world for insurance companies outlines several areas where top players in the insurance industry are currently investing to ensure their products “fit in every moment.”[1] Technology is playing a key role in determining and delivering on customer needs. As companies target new opportunities, they evaluate disruptive technologies that could…

In wealth management, we focus heavily on client milestones—the just-married couple, the single female buying her first home, clients ready to retire, etc. But there’s a demographic I’m seeing that’s often overlooked in the current models: Fifty-somethings. Far from “just starting out” yet not “ready to retire,” this group is looking out for a more…

The good times are back in capital markets, although you wouldn’t know it from the headlines in Europe. The industry is generating around a trillion dollars in net annual revenues and overall profitability is high. But taking a look behind the numbers reveals a cause for concern, particularly for some of the sell-side players. The…

The Securities and Exchange Commission (SEC) issued an order approving the Precidian ETF model—a “novel type of actively managed ETFs” whereby daily disclosure of portfolio composition is not required.[1] Active managers who licensed or intend to license the model should have had a keen interest in the long-awaited regulatory disposition. The approval places some new…

Workplace financial wellness is a multi-billion dollar market. And while corporate programs are not new, they’ve not yet taken hold as most companies hoped they would. With mostly limited uptake and low sustained usage, workplace financial wellness could use a shot in the arm to better deliver the outcomes employers want. That means the timing…

The outlook for wealth managers should feel rosy, in theory. After all, the demographics of wealth are promising. Consider: In 2018, the global ultra-wealthy population with net worth of >$30M rose to 22.4 million people [i] Global wealth management assets under management (AUM) is set to double by 2020 to $145T [ii] By 2020, women…