Comment & Analysis results for Research

WM Market Reports
30 July 2020

New Research: Fresh Insights from Female Wealth Clients

A new report from this organisation and research partners VP Bank and Hywin Wealth tackles how...

Technology
17 April 2020

New Research: A Wake-Up Call On Client Communications

This is an exploration of all the ways in which the sector can utilise new technologies to deliver...

WM Market Reports
18 March 2020

New Research: “Technology Traps Wealth Managers Must Avoid”

Wealth management professionals with a stake in technological change should read this...

WM Market Reports
21 November 2019

New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector

Here's brand-new research from this publication on tech and operations trends that are important...

WM Market Reports
23 October 2019

The Onboarding Opportunity Is Still Being Missed: New Research

Client onboarding remains a disjointed process mired in manual workarounds and data silos for great...

WM Market Reports
17 October 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management...

Offshore
17 April 2019

The Bahamas Clear Choice Innovation, Expertise, Location, Regulation

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Family Office
25 March 2019

Family Office Focus: Efficiency in Accounting and Investment Analysis - Research

This publication’s research arm has taken a deep dive into the key technological and operational...

WM Market Reports
25 October 2018

Good Client Reporting - Regulatory Burden Or Client Engagement Tool? - Research Report

Here is the latest research report from the publisher of this news service. ...

WM Market Reports
6 June 2018

The Future For External Asset Managers In Switzerland - A Snapshot For 2018

The publisher of this news service is proud to announce another research report. This study...