Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity   

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same 

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively