Finance and Risk

Broadridge: Targeting the Digital Generation

December 30, 2016 / Comments Off on Broadridge: Targeting the Digital Generation

Over the next few decades, more than $30 trillion in assets will pass from Baby Boomers to their children. To help wealth executives understand the far-reaching implications of demographic change, Broadridge teamed up with us and a coalition of leading organizations from the wealth industry. Together, we conducted a rigorous study, Wealth and Asset Management […]

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wealth 2021 infographic

Preparing for Transformative Change

October 28, 2016 / Comments Off on Preparing for Transformative Change

Econsult Solutions, Inc. and Roubini ThoughtLab are proud to unveil the Wealth and Asset Management 2021: Preparing for Transformative Change infographic. This new visualization which was initially disseminated during the Wealth Management #CiscoChat, gives a brief overview of the technological, economic, and demographic shifts the wealth management industry faces. Noted participants included Dr. Nouriel Roubini, […]

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Wealth and Asset Management 2021

September 21, 2016 / Comments Off on Wealth and Asset Management 2021

Technological, economic, and demographic shifts will transform the wealth management industry by 2021. Over the next five years, the impact of these mega-changes on the wealth profession will be profound. These shifts will unlock tremendous global wealth, but also raise investor expectations for new advisory and digital solutions that some investment providers are not yet […]

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