Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

As wealth managers adapt to the ‘new normal’, what can they learn about digital transformation from e-commerce?   

The luxury hotel industry illustrates how efficient data capture can improve the client experience and why many customers prefer digital interaction

Globalisation was in decline before the start of the pandemic, and the trend towards new regional and national ‘champions’ is only going to increase

April Rudin, founder of the Rudin Group, on how coronavirus has turned life in the US upside down, and why financial services firms must use widespread working from home to their advantage

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies