Comment & Analysis results for Research
EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1
The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth...
The Bahamas: The Clear Choice For International Financial Services
This publication has brought out a new edition of a report about The Bahamas, in partnership with...
New Research: Fresh Insights from Female Wealth Clients
A new report from this organisation and research partners VP Bank and Hywin Wealth tackles how...
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...
New Research: “Technology Traps Wealth Managers Must Avoid”
Wealth management professionals with a stake in technological change should read this...
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...
The Onboarding Opportunity Is Still Being Missed: New Research
Client onboarding remains a disjointed process mired in manual workarounds and data silos for great...
EXCLUSIVE: New Client Acquisition - Research Report
This news service and Finantix have teamed up to issue new research on the wealth management...
The Bahamas Clear Choice Innovation, Expertise, Location, Regulation
...
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...