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, […]

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 […]