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.