02/21/2018

Platforms falling short when it comes to service

When it came to the services advisers saw as being most important, there was no change from last year, with existing business administration being placed first, new business administration second and online services third.

02/20/2018

Enough Disruption Talk, Let's Get Real

We asked Peter Schramme, Chief Business Development Officer, that question about disruption and he suggested to weaken the word a little, because every new thing that pops up is called disruption today.

02/19/2018

Keeping up with the robots

Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots

02/19/2018

Millennials in Wealth Management - A Survey

The report offers data-driven strategic and practical advice on how wealth managers can take advantage of the generational shift in clients by employing the right digital tools and channels.