What the new wealth wants

The changes occurring in wealth management can be likened to the shift to streaming in the movie business. Streaming is now a big part of the industry, but Netflix's DVD business is still thriving.

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Wealth management: where tech innovation adds value

If wealth managers want to retain clients and their top relationship managers they need to embrace digitization and IT modernization

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Capitalizing on the transfer of wealth to gens X & Y

Every year, $1 trillion in wealth is passed down to Generations X&Y. Yet, the client retention rate of wealth management firms is as low as 5%, and 90% of beneficiaries have little interest in...

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