Tag Archives: clearing

We all probably agree that the landscape of wealth management is globally being shaped radically by many interconnected trends. The wealth management industry has faced various mutually intertwined pressures that have been growing over the past decade, with global macroeconomic tailwinds, rapidly changing the technology landscape, significant monetary policies, evermore demanding customers, and the avalanche of regulatory and compliance requirements. It has become ever-more increasingly challenging to create shared value. While these make it hard for new entrants to enter the market, various technological advancements are breaking barriers to market entry and enabling new things to emerge. The rise and evolution of the robo-advisors and other forms of digital wealth management is one of the most exciting trends that is being currently discussed and deservedly so. These things are forcing incumbents to rediscover their who’s and why’s – who are our customers and what do we offer to them. In…

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