Managed Accounts for the Next Generation
Efficiency and scale for advisers, value and transparency for investors.
Climate Change & ESG
“Companies are finding an immediate need to educate their analysts about climate risk and an increasing need to provide client climate risk education
as well.” Capgemini World Wealth Report 2018
Robo-Advice
“While established financial institutions have many advantages that allow them to embrace fintech innovation, sensible go-to market strategies and marketing plans are required. And in some cases, firms may find that hot fintech trends are no match for their businesses.” Patricio Robles, tech reporter, Econsultancy
The Four Characteristics That Make A Great CEO
A successful Chief Executive Officer is the face of a company, embodying its culture and ambition, setting its goals and creating the right environment for their company to be successful. And all with an eye on the bigger picture.
Global Economic Uncertainty
“Increasingly, in today’s hyper-connected world, much of the uncertainty centres on geopolitical risks. From international trade disputes to environmental regulation and the future of the eurozone, political decisions pose a real threat to both investors and bottom lines.” Emily Kuchman and Sean Neary, Edelman Financial Services, Washington