Like many industries, wealth and asset management is going through a radical transformation that will reshape the industry in the years ahead. Chief among the forces of change is the inexorable shift to a digital marketplace, which will almost certainly thrust some firms into new prominence and leave others behind. As the industry faces irreversible change, […]
Read MoreThe private equity (PE) industry is at an integral turning point, with the new focus on business transformation in PE firms’ portfolio companies linked with technological, market and administrative alterations. This is pushing PE firms to reconsider their strategies, products, and processes for doing business in a rapidly-developing global environment. EY commissioned ESI ThoughtLab (formerly […]
Read MoreAs the investment industry reinvents itself for a digitally-connected world, wealth advisors must also radically reimagine and retool their businesses. Unfortunately, many have not moved quickly enough — or at all — to make the necessary changes, putting their future market position at risk. In The Next-Generation Wealth Advisor, ESI ThoughtLab and Broadridge provide a […]
Read MoreState 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 […]
Read MoreThoughtLab CEO, Louis Celi reports on key findings of The Work Ahead in the January 19 issue of the EconoMonitor. ThoughtLab’s research, conducted with Cognizant’s Center for the Future of Work, found that the next wave of smart technologies will turbo-boost the digital revolution – with a net result of adding trillions of dollars to worldwide GDP growth. […]
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