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Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

Regulation a chance to better align interests of clients and their advisers

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

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Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

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The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

Wealth managers must raise game to meet needs of internationally mobile

High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

Watch more videos

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PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

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