Humans Vs. Robots!

Humans vs. Robots!

CONTEXT I was recently asked for my view on the talent landscape in the Singapore wealth management industry, especially given the recent wave of consolidation in the industry (i.e. concerns that there will be mass job losses), as well as…

How Financial Advisers Can Appeal To NextGens

How Financial Advisers Can Appeal to NextGens

I thought I would share an article I co-authored with April Rudin and the CFA Institute. Originally published at https://blogs.cfainstitute.org/investor/2016/04/11/how-financial-advisers-can-appeal-to-nextgens/ Many thanks to April and the team at CFA Institute for the opportunity. David __________________________________ Financial advisers who fail to understand…

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