Top Wealth Management Trends
Read, what's trending! 1. Driving higher intensity of competition 2. In a challenging macro environment, investment needs to be channelized with proper risk/return combination 3. Investors are valuing holistic advice on how to achieve conflicting goals through a range of investment strategies 4. Big data and analytics are changing the entire game; leaving companies to adapt to the changing dynamics 5. Longevity concerns are gaining limelight between client-advisor conversations From lead generation to portfolio construction to offering client management, news personalization, use of suitability and sustainability - in each of the key wealth management brackets, AI - short for artificial intelligence and machine learning are playing a pivotal role. No longer do you need to calculate manually the core financial heads; today a simple machine can holistically channelize your finances, giving you an edge over the existing volatile market. Other than this, crypt