Artificial Intelligence (AI)
financial advice
FinTok
Gen Z
high-net-worth (HNW) individual
Millennials
Wealth Management
financial advice
FinTok
Gen Z
high-net-worth (HNW) individual
Millennials
Wealth Management
2026 Asset Management Trends
The year ahead signals a decisive shift for asset managers in how they will compete, operate and grow. Our research underscores this momentum: 82% of C-suite leaders in a recent Accenture survey acros...
Measuring transformation value in retirement recordkeeping
The pressure continues to mount for retirement recordkeepers to transform their operating models to lower cost to serve and create better, more personalized digital client experiences. Market dynamics...
The secret sauce to transform retirement participant engagement
We all procrastinate sometimes – some more skillfully than others. In Tim Urban’s talk ‘Inside the mind of a master procrastinator’ he explains how the ‘instant gratification m...
Wealth, Unmasked: AI is breaking the advice bundle
We have been talking for years about the forces that could compress margins in wealth management, weaken loyalty and commoditize parts of advice. With the advent of AI, the pace of change is now accel...
