Wealth Transfer
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
Baby boomers risking their retirement
As they prioritise passing down wealth over their own financial needs
Does blockchain have a place in wealth management?
While innovation could transform the industry, regulation may hold it back
Rich Americans keep quiet after deciding who inherits what
Just 22% will openly share details of their estate with entire family
Lack of advice on inheritance transfer will erode wealth
North America’s rich to pass down trillions to next gen, with Europe expecting billions to be given