Designing bank spaces for wealth management relationships
Branches are evolving to support client-family-advisor privacy and technology-enhanced settings.
Tag: Wealth management
Podcast: Capitalizing on opportunities to serve high-net-worth clients
The growth of the high-net-worth client base and generational transitions are reshaping wealth management. How are banks positioned to capitalize ...
Wealth management’s challenges: retaining talent, mastering digital
‘Firms cannot get away from making investments in technology, data analytics and AI.’
The ‘new battleground’ of wealth management
‘Over time, growth becomes less about hero advisors and more about a repeatable system that can be tuned and scaled.’
Billionaires on the rise
Female billionaires are growing their wealth faster than men, as the focus is shifting from wealth preservation to empowering the ...
Financial fraud threats to seniors are continuous
For banks, training, teamwork and technology are effective tools. ‘48 years can be gone in 48 hours.’
The wealth transfer challenge: Better communication means less stress between generations
A new study shows the objective is not just to smooth the transfer but to avoid serious conflict on the ...
Getting ready for the great wealth transfer
A good first step for banks to confront this challenge is to focus very intentionally on intergenerational wealth management.
The evolution of the bank branch
As branches evolve from spaces that are transaction-focused to relationship-driven, delivering on this consultative promise requires rethinking layout.
The $16 trillion opportunity: How wealth managers can serve women better
Using data-driven insights, wealth managers can develop new ways to serve expanding client groups, including women and younger investors. Given ...
