Gina

Six Major Shifts Pushing the Wealth Industry to Change

November 8, 2021 / Comments Off on Six Major Shifts Pushing the Wealth Industry to Change

The COVID-19 pandemic has been a watershed event for the wealth industry, accelerating dramatic changes in investor attitudes, behaviors, and expectations. A new study by ThoughtLab, Wealth and asset management 4.0: How digital social, and regulatory shifts will transform the industry, based on a survey of more than 2,000 investors and 500 wealth industry executives worldwide, reveals six major investor trends that will transform the industry:   1. The shift […]

ThoughtLab’s New Research Reveals Six Shifts in Investor Expectations and Behaviors That Are Redefining the Wealth Industry in the Pandemic Era

November 4, 2021 / Comments Off on ThoughtLab’s New Research Reveals Six Shifts in Investor Expectations and Behaviors That Are Redefining the Wealth Industry in the Pandemic Era

ThoughtLab’s study of 2,325 investors and 500 wealth management firms worldwide show how successful providers will adapt to profound shifts in investor expectations NEW YORK–(BUSINESS WIRE)–The COVID-19 pandemic has been a watershed event for the wealth industry, accelerating dramatic changes in investor attitudes, behaviors, and expectations. These shifts will require wealth and asset management providers […]

The Pandemic Was a Watershed Event For Investors

October 12, 2021 / Comments Off on The Pandemic Was a Watershed Event For Investors

The COVID-19 pandemic has reshaped investor views and how the wealth and asset management industry responds to these changes. To understand the shifting needs of investors around the world and how well wealth management providers are meeting those needs and expectations, ThoughtLab conducted a survey of 2,325 investors across wealth levels, age, gender, and geographic […]

Forbes: Resilience By The Numbers

October 8, 2021 / Comments Off on Forbes: Resilience By The Numbers

New research shows how resilience leaders are strengthening every aspect of their organizations. The language of leadership is practically unrecognizable compared to when I first entered the workforce. Empathy. Inclusion. Chief people officers. These things didn’t exist in a business context a few short decades ago.

The Future of Wealth Management: Debunking Investor Myths

October 7, 2021 / Comments Off on The Future of Wealth Management: Debunking Investor Myths

Wealth and Asset Management 4.0, the forthcoming study of 2,325 investors and 500 wealth management firms worldwide conducted by ThoughtLab, reveals that the pandemic has upended traditional ways of thinking about investors. To succeed in this new marketplace, wealth and asset management firms will need to revise their assumptions and take a more personalized approach to meeting investor product and service needs.  The ThoughtLab research, which was carried out in partnership with a group of major consulting and technology organizations, reverses prevailing views about investors:    Myth1: Digital is for young, mass […]