How AI could elevate financial advisor performance
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...
Why Relationship Managers are more crucial than ever
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...
Is your technology future-ready? Some thoughts to ensure it is.
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...
The shift in wealth management that needs to happen
“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...
The generative AI revolution in capital markets
Check out any news website these days, and you’re likely to see a story about generative AI. With OpenAI’s ChatGPT and Google’s Bard achieving rapid growth in users, there’s a widespread expecta...
How your T+1 program could help pave the way to T+0
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...
The changing retirement recordkeeping landscape in the US
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 t...
Think Big: the Metaverse’s B2B Opportunities
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 expe...
Capital markets firms prepare to do battle for digital creatives
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 exp...
Capital markets’ new performance frontier
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 ...
