• Women and wealth: taking a customized approach

    As women’s wealth and income increase globally, wealth managers have an opportunity to better understand and serve this powerful demographic.

  • The emergence of alternative lending

    Digitally based lending platforms are a potential threat to traditional financial institutions. Explore the players, operating models and challenges in this new market.

  • The case for financial advisor teaming

    Many firms agree on the potential benefits of advisor teaming, but they face challenges shifting mindsets away from the traditional individual advisor model.

  • Process automation in asset servicing

    Process automation is most effective within an enterprise support system or center of excellence that can prioritize the rollout of automation across businesses and operations.

  • Consolidation of the US mortgage industry continues

    Long-term growth in the US mortgage banking market is expected to come from M&A. We explain why and what’s on the horizon for this sector.

  • 2016 Global Hedge Fund and Investor Survey

    This year’s survey reveals an unprecedented change in the appetite of investors, whose increased sophistication is challenging managers on many fronts.

  • Profitability measurement and expense management

    As alternative asset managers increasingly focus on profitability and expenses, some now include profitability measures by strategy, fund, geography or sector as a reward metric.

  • Winning the wealth tech revolution

    Wealth tech will disrupt every element of the sector’s value chain, putting the high-growth Asia-Pacific wealth market up for grabs.

  • Shifting toward maturity

    Financial services organizations are making strides managing third-party risk, even as challenges persist. Read key findings from our 2016 financial services third-party risk management survey.

Survive. Sustain. Grow.

That progression describes the global wealth and asset management industry from the bottom of the global financial crisis through today. The industry has emerged from the financial crisis to face a changing and complex regulatory and tax environment and a rapidly changing client base that’s older and more risk-averse, yet more sophisticated and demanding.

Firms are now keenly focused on managing regulatory change, risk and volatility and rapidly positioning themselves to compete for market share. Many firms have been forced to consider redesigning their business operating models as part of a renewed strategic focus on aggressive cost control and operational efficiency.

More importantly: growth has returned to the industry. Lines are blurring, both in the regulated and alternative spaces, as managers look to diversify revenue streams and find new opportunities. Firms must fully understand how the distribution game has changed, both globally and locally, and how to most effectively increase revenue and improve margins.

We can help you succeed in today’s market in these key areas:

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