How to establish a robust evidential trail and deliver fair value for assets under advice customers
18/04/24
Read more
Watch on-demand: what’s on the horizon for the wealth industry in 2022 and beyond?
Our panel of experts discuss how the wealth industry is changing, and delve into the latest research.
The Wealth and Asset Management 4.0 global study shed new light on many major changes ongoing within the wealth industry – including widespread digitisation, increased competition and significant shifts in investor priorities.
So how should businesses respond?
In our recent webinar, hosted with our sister company Recordsure, our expert panel outlined the latest challenges facing the wealth sector, busted some long-held assumptions and advised how firms can succeed in a rapidly evolving marketplace.
Download the on-demand webinar to find out:
- How digitisation is transforming customer outcomes
- The regulator's priorities and potential future actions
- Why a purposeful culture is the key to ESG success
Read more about the Wealth and Asset Management 4.0 project
This latest research unearths the true impact of the pandemic on the wealth industry and busts some important myths along the way.
Read more