Lately, I’m starting to gain a glimpse of understanding into how the various cable news talking heads might feel. The other day, I tallied my time and realized I’m on web conferencing roughly 70% of my day. As a consultant, pre-pandemic, I was working remotely roughly half the time. But being on camera for most…
Unable to meet in person during the pandemic, Asian wealth managers have turned to digitization to get timely information and advice to their clients. This in turn is delivering productivity gains, scalability and higher profits in some segments despite such turbulent times, writes Nicole Bodack. But digitization holds as well the key to further growth.…
Truth be told, I’m up late working on this blog. I’d like to say it’s because I’m extremely busy with clients—and I am—but honestly, it’s my own wealth management needs that are at the forefront. With a new baby arriving just before the pandemic and a 4-year old growing fast, retirement, 529 plans and a…
Our latest survey, Survive and Thrive to 2025: Insights from the Wealth Management C-Level, shows how the wealth management industry remains attractive, even during a time of great industry turmoil. Over a short period, the industry has entered a much tougher environment with major volatility and uncertainty. Industry-wide transformation and digital disruption were already well…
“We all need to do more.” Bank of America Chairman and CEO Brian Moynihan, June 2020 With this quote, Brian Moynihan announced Bank of America’s $1B commitment to aid local communities dealing with economic and racial inequality that’s been exacerbated by the coronavirus outbreak.1 In doing so, he helped pivot the already growing environmental, social,…
The COVID-19 pandemic is a profound health and humanitarian crisis that has brought significant economic hardship for many people around the world, and it will continue to impact our lives for many months to come. At the same time though, we have witnessed an incredible spirit of resiliency with communities and companies coming together to…
