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Wealth Management In The Digital Age (Savvy Investor Awards 2016, Winner)

Wealth Management in the Digital Age (Savvy Investor Awards 2016, Winner)

  • December 31, 2016
  • thewealthconsultant
  • Insights
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In March 2016, I authored a white paper with a colleague and in collaboration with Salesforce, looking in-depth on digital disruption in wealth management and the impact on the value proposition of wealth managers. We were fortunate enough to have been selected…

GUEST EXPERT: April Rudin On Finding Gold Amid The Rubble In 2016

GUEST EXPERT: April Rudin on Finding Gold amid the Rubble in 2016

  • January 23, 2016
  • thewealthconsultant
  • Guests
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The Wealth Consultant welcomes April Rudin as the inaugural guest speaker for the blog and to get things kicked off for 2016. April has kindly offered to share her expert view on the challenges and opportunities of 2016 for the…

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