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Consultants' Corner

Magnifying glass with notes
From Comment / Consultants' Corner April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Customer survey
From Comment / Consultants' Corner March 11, 2021

Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Working from home feb
From Comment / Consultants' Corner March 9, 2021

Wealth managers miss unique window to attract younger clients

Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry

iPad and papers
From Comment / Consultants' Corner January 11, 2021

Why RIAs should take a closer look at their clients

Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets

Profit and loss
From Comment / Consultants' Corner December 21, 2020

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Tech spend
From Comment / Consultants' Corner November 20, 2020

Fintech on Friday: Making digital pay

Wealth management firms are spending more money then ever on technology but need a new approach to these investment decisions

Real estate model
From Comment / Consultants' Corner October 26, 2020

Asian elites shun equities for real estate and their own endeavours

Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?

Zoom teaser
From Comment / Consultants' Corner September 18, 2020

Fintech on Friday: Wealth managers must pick a side of the digital divide

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

Ylva Baeckstrom
From Comment / Consultants' Corner September 2, 2020

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Adam Bendell, Toniic
From Comment / Consultants' Corner July 23, 2020

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

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