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Investors want lower fees, higher digital accessibility, says ThoughtLab

May 30, 2017 / Comments Off on Investors want lower fees, higher digital accessibility, says ThoughtLab

This headline appeared in The Edge Markets Malaysia edition, citing our Wealth and Asset Management 2021 study. The findings of this report signal a global paradigm shift in how clients want to interact with their investments. Reporter Kuek Ser Kwang Zhe quotes white paper co-author, Lou Celi, “It is always a bad idea to fail to move with the customer.” As an example, […]

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Finance Reimagined: Long-Term Value in a Digital Age with State Street

February 16, 2017 / Comments Off on Finance Reimagined: Long-Term Value in a Digital Age with State Street

State Street, a sponsor of our Wealth and Asset Management 2021 study, created its own white paper based on the results of our rigorous research program, which included two surveys, one of 2,000 investors across 10 leading world markets and another of 500 wealth services investment providers with assets under management ranging from $1B to $100B. The […]

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Defining Transformation in Wealth Management

January 20, 2017 / Comments Off on Defining Transformation in Wealth Management

Danny Vincente, Financial Services Market Manager of Cisco’s Global Private Sector Industries explains that wealth management firms must adapt to new business models, harnessing new technologies and meeting new customer expectations for services. Citing our Wealth and Asset Management 2021 study, Vincente highlights the insights we gained from industry insiders, the details of which will be the subject […]

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