High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared