Last week we looked at how the role of the wealth manager is evolving in the face of significant industry disruption, especially in the face of a massive wave of regulation (breadth and depth) as well as shifting client needs away…
As you may have noticed from my last post, at work we recently launched the World Wealth Report 2015. For those of you not familiar, some context… 19th annual year of publication (my 6th year as Program Manager) First 15…
If you are still here after my welcome post, then I consider that a small victory. Onwards and upwards as they say! I’ll continue to ease you in gently – we’ll save longer posts for another time. I just wanted…