Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry

Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Wealth management firms are spending more money then ever on technology but need a new approach to these investment decisions

Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic