





To Self-Clear or Outsource: 5 Factors to Consider
POSTED ON • BY Scott Reddel & Mike Marsiglio
While it tends to get less attention than digital transformation or product innovation, the decision to self-clear or outsource remains a vital cornerstone of a wealth management firm’s business model in North America. In fact, it’s a major choice that brings with it a range of implications for a firm’s value chain, operating model and…
RegTech: Asking for help just makes sense
POSTED ON • BY Gregory Smith
By 2023, roughly one out of every ten dollars a financial institution earns in revenue will be spent on complying with regulatory requirements.[i] Think about that. But the dollars spent on compliance definitely beat the alternative—money spent paying fines because a financial institution doesn’t adequately meet a regulatory requirement. For instance, the projected spend on…
Helping Baby Boomers with Wealth Decumulation
POSTED ON • BY Gregory Smith
As I scanned MarketWatch recently, I was struck by what “Scared to be penniless” had written to The Moneyist, the site’s personal finance editor: “Here I am at 65 and ready to finally retire and I’m scared that I will become penniless.” As I read on to find a paid-off mortgage, a military pension, health…
Helping the Sandwich Generation with Wealth Management
POSTED ON • BY Gregory Smith
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…
Workplace Financial Wellness as a Niche Market
POSTED ON • BY Kendra Thompson
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…
Growing Wealth Intelligently
POSTED ON • BY Kate Sullivan
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…
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Michael Spellacy
Senior Managing Director, Accenture Global Capital Markets Practice Lead

Mike Kerrigan
Managing Director, Accenture Asset Management

Wynn Davies
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Markus Boehme
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Diane Nolan
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Scott Reddel
Managing Director, Accenture Wealth Management

Kate Sullivan
Managing Director, Accenture Wealth Management

Gregory Smith
Managing Director, Accenture Wealth Management

Girard Healy
Managing Director, Accenture Asset Management

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Managing Director, Accenture Capital Markets

Rachel Silver
Managing Director, Accenture Wealth Management

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Managing Director, Accenture Asset Management

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Senior Manager, Accenture Asset Management

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Senior Manager, Accenture Financial Services
