





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 the recordkeeping business is waning for many providers: administration fees have continued to decrease, and the value that was once captured in fund…
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 provide some answers. In the underlying survey, we asked C-Level industry executives in eight European countries for their views on current industry changes, and where…
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 the time to begin is now.” The Future of Capital Markets: Democratization of Retail Investing An insight report from the World Economic Forum published…
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 meet—unless, that is, they also tackle the productivity challenges faced by their relationship managers (RMs). We also outlined a range of actions…
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 and applied—for the past three years in its many different applications across the industry. In our view, the wealth management industry is built and will…
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 these firms, realizing it will not be a simple matter. Clients are looking today for solutions that address rising inflation, their growing interest in…

Tim Hoying
The changing retirement recordkeeping landscape in the US

Ian Woodhouse
Is your technology future-ready? Some thoughts to ensure…

Scott Reddel
The shift in wealth management that needs to…

David Wilson
Why Relationship Managers are more crucial than ever

Keri Smith
How AI could elevate financial advisor performance
