Wealth management trends and the ‘new normal’
No longer the stuffy environment it once was, wealth management is a swiftly developing space and companies need to keep up
2022 Wealth Management Trends: From Product to Advice
What are some of the trends impacting the adviser’s business? In the first video of the series, CEO Mickey Gambale chats to Head of Distribution and Sales, Georgina Smith, about the shift from product to advice.
Learn more: http://inn8.co.za/
Top 10 Trends in Wealth Management, 2021: The Future Is Now
Join Aite Group research director Alois Pirker and the Wealth Management team for this one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2021 and beyond.
2022 Wealth Management Trends: Automation
What are some of the trends impacting the adviser’s business? In the second video of the series, CEO Mickey Gambale chats to Head of Distribution and Sales, Georgina Smith, about the power of automation.
Learn more: http://inn8.co.za/
THE ONLY CONSTANT IS CHANGE: 8 ASSET MANAGEMENT TRENDS FOR 2022
Asset management is experiencing a new-age transformation affecting consumers, technology, and business leaders. Capco identified eight trends asset managers will need to address in 2022 to diminish those potential setbacks.