Wealth Management in the Digital Age
The pace of digital change within the wealth management industry has been slow. Over the years, a number of excuses have been used for not moving forward. This paper seeks to dispel some of these myths. While the industry has started to move in the right direction, the pace is still far too slow.
Digital Investment Advice: Robo Advisors Come of Age by BlackRock
This paper by BlackRock reviews the current landscape for digital investment advice. It examines a variety of business models and the existing regulation. It ends with a selection of observations and recommendations.
The Top 10 Drivers Disrupting Global Wealth and Asset Management by EY
The wealth and asset management industry is experiencing strong growth, mainly due to gradually recovering developed markets. Firms however also face a range of changes to the regulatory environment, remuneration model and shifting investor demographics. Firms who have previously focused on attractive asset classes comfortable margins (such as EMs) are now challenged as many investors become more risk-averse.
The Rise of Robo-Advice: A New Concept of Wealth Management by Accenture
The concept of “robo-advice” has gained significant attention within the wealth management industry. This paper by Accenture explores this recent concept.
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