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Scott Reddel & Kevin Yang 8 Apr 2026

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 accelerating: AI is turning what once unfolded over years into shifts that can happen inside a single planning cycle. And markets…

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 monkey’ overrides our ‘rational decision-maker,’ making us chase what’s ‘easy’ and ‘fun’ instead of what’s necessary. Retirement planning is neither easy nor fun, so it’s easy to see…

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, including continued price pressure, evolving regulations and the availability of new technologies, such as generative AI, are driving this urgency. To navigate these challenges, many firms have…

How wealth managers can create and deliver content that meets investors’ expectations

In the rapidly evolving landscape of wealth management in Asia, firms are increasingly setting themselves ambitious growth targets and seeking innovative ways to stay competitive. An increasingly important tool for achieving these objectives? Generative AI (gen AI). As highlighted in our 2024 research report “The Future of Asia Wealth Management”, gen AI is set to…

Building trust in retirement through engagement

Retirement providers in the United States are facing unprecedented change as people increasingly view retirement as a dynamic life stage rather than a fixed milestone. Amid evolving lifestyles and shifting personal aspirations, what does this redefined view on retirement mean for the industry? To start, bear in mind that positive client experience matters in retirement…

The battle for better: Mobile apps in wealth management

Our recently published Asia wealth management report focuses on two crucial areas for firms: relationship manager (RM) productivity, which my first blog examined; and the importance of mobile as a channel, which this blog covers. Let’s start with a sobering finding from our research: Just 47 percent of the more than 3,521 wealth management clients…