Wealth Management

Aligning investments in technology with wealth management strategies

Wealth Management Recent Research

Reports

The Rise of the Super App and the Challenge to Bank Wealth Management

This report explores perceptions of affluent investors (household decision-makers with at least $100,000 in investable assets) toward third-party investment apps and websites such as robo-advisory and self-directed platforms and the extent to wh...

Thinking Out Loud: Roundtable Talk

Learn how they have approached the business challenges posed by the pandemic and some of the initiatives underway for 2021 and beyond. Explore emerging technologies: what's hot and what's not.

2021 Wealth Management Trends

​Developments that made the past 12 months a watershed year for wealth management are set to transform the industry in 2021. These include fractional share trading and direct indexing strategies enabled by the adoption of zero-commission trades....

Talk to our digital wealth experts