Tag: wealth managers
Unlocking Wealth Management Growth Through Consumer Duty and AI
Spokesperson: Bronswe Cheung, Partner, L.E.K. Consulting
Consumer Duty is reshaping the wealth management industry. In the UK, Consumer Duty is a set of regulations issued...
Engaging the Next Generation of Investors
by Matt Ryan, Chief Transformation Officer at Reef, Powered by Totem
We are used to seeing the word ‘millennial’ as a shorthand for young people,...
How the new digital approach to wealth management is laying the way for wealth democratization
By Mark Shields, Director of Solution Marketing at Appway (an FNZ Company)
Digital tools to help wealth managers adapt their offers to customers’ evolving needs...
Why wealth management and augmented intelligence go hand-in-hand
There is a perception of wealth management as a sector that traditionally relies on a personal touch. Investment advisors counsel clients on how to...