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

• December 31, 2016
• thewealthconsultant
• Insights
• 0 Comments

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…

Serving the $1-5 Million Client Segment, Profitably

• July 26, 2016
• thewealthconsultant
• Insights, Musings
• 0 Comments

It has been a while since I wrote in these pages, and I have no true excuse other than an extremely intense period over the spring with numerous projects at peak stages of development. While things are not much calmer…