Wealth Management
Customer Experience
High Net Worth (HNW) Investors
digital intelligence
Back Office Transformation
Business Models
Canada
IIROC
Digital Transformation
Customer Experience
High Net Worth (HNW) Investors
digital intelligence
Back Office Transformation
Business Models
Canada
IIROC
Digital Transformation
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 digital assets strategies are still needed
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...
T+1 will be here sooner than you think. Get ready now.
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...
Some thoughts on FinTok and financial education
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...
Europe’s mass affluent market—a tough but rewarding nut to crack
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...
A fresh perspective on Asia Wealth Management
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...
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...
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...
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...
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...
