Wealth management firms accelerate hybrid advice programs -with investments in emerging technologies, such as intelligent automation and artificial intelligence, to prepare for BigTech entrance
When asked what are the most popular areas for the technology's importance in delivering results, the top spots included increasing cybersecurity at 75 per cent, reducing costs at 73 per cent, and upping portfolio returns and client communications, b
Offshore financial centres (OFCs) are alleged to be hotbeds of tax evasion. Their role in facilitating individual and corporate tax planning, which is entirely legal but politically controversial, has also come under the spotlight.
More than 40 per cent of the 45 wealth managers surveyed by Wealth-X on behalf of the FT say they are focusing on environmental, social and governance themes as a way of appealing to the next generation.
The fund, which frequently opposes pay deals it considers too complex or otherwise in breach of its guidelines, did not elaborate on its vote.
As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group