As many wholesalers transition to advanced analytical platforms, it is important that these platforms are personalized and...
Rethinking the Wholesale Distribution Workflow (Part 3)
As many wholesalers transition to advanced analytical platforms, it is important that these platforms are personalized and...
COVID-19: Accelerator of the Digital Transformation in Wealth Management?
The global COVID-19 pandemic has made weaknesses in the bank-client relationship in wealth management even more apparent.
Rethinking the Wholesale Distribution Workflow (Part 2)
Many wholesalers are transitioning their services to a new and more advanced level by supporting their specialist teams with...
Rethinking the Wholesale Distribution Workflow (Part 1)
In this series, we examine the key characteristics of a modern wholesale distribution platform.
Rethinking Financial Advice from a Wholesaler’s and Technological Perspective
What can wholesalers do to protect their important advisory distribution channel?
Are Millennials Still Outliers on Responsible Investing—or Has the World Caught Up?
Responsible investments continue to gain prominence and appeal beyond their early adopter Millennial (under-35) audience.
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What Do Wealth Clients Want from a Digital Proposition?
Since the onset of COVID-19, we see more evidence of a positive relationship between a well-delivered digital proposition and...
How Can Wealth Managers Impress “Early Adopters”?
There is a growing digital divide between what Early Adopters need and what wealth management firms are able to deliver.
The Seismic Shift in Female Clients’ Expectations Since COVID
Our latest research shows that female investors are bearing the brunt of a challenging market environment, which has left some of...
Wealth Advisors Value Human Interaction and Technology
External factors are directly influencing how wealth advisors think about interacting with their clients and use technology to...
Five Calls-To-Action for the Wealth Management Industry [Infographic]
Our latest research surveyed the attitudes of 800 affluent and high net worth individuals globally, highlighting five...
Accelerating Advisor Efficiency to Drive Client Engagement
FactSet's Greg King recently participated in a panel discussion of the challenges faced by private banks over the last year,...
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