July 23, 2024 report Wealth Management Guide to Enterprise LLM Solutions: Selection Factors and Leading Providers Making an informed selection that aligns with an organization’s priorities is crucial for maximizing this technology’s value proposition. William Trout Wealth Management William Trout |
July 2, 2024 post Observations From a Trip to Japan Five key observations on the market in Japan. William Trout Securities & Investments, Capital Markets, Wealth Management William Trout |
July 2, 2024 report Understanding the Ripple Effects of RIA M&A, Part 2: The Technologists Technologists play an important role before, during, and after M&A transactions. Lisa Asher Wealth Management Lisa Asher | 日本語
July 2, 2024 report Understanding the Ripple Effects of RIA M&A, Part 2: The Technologists (JP) 米国のRIA業界では、M&A等により事業者の統合がすすんでいる。本稿では、RIA企業のM&A の際、IT部門やソリューション・ベンダーが担う重要な役割に焦点を当てた。 Lisa Asher Wealth Management, Japanese Lisa Asher | English
June 20, 2024 report Market Monitor: Top 40 Global Wealth Managers, 2024 (JP) 2022年から2023年にかけての経済環境は、世界最大手のウェルス・マネージメント企業にとっても厳しいものだった。 William Whitt Wealth Management, Japanese William Whitt | English
June 20, 2024 report Market Monitor: Top 40 Global Wealth Managers, 2024 The macroeconomic environment of 2022 and 2023 was challenging for the world’s largest wealth managers. William Whitt Wealth Management William Whitt | 日本語
May 28, 2024 report The Future of Goals-Based Investing Thanks to the recent launch of new software applications, goals-based investing has the potential to transform the wealth management industry in the coming years. William Whitt Wealth Management William Whitt | 日本語
May 28, 2024 report The Future of Goals-Based Investing (JP) ゴールベース投資に対する新しいソリューションが登場しており、ウェルス・マネジメント業界は、今後数年間で大きく姿を変える可能性がある。 William Whitt Wealth Management, Japanese William Whitt | English
May 15, 2024 report North American Wealth Manager Adoption of Direct Indexing and ESG Mass personalization is a fast-moving topic, one that GenAI adoption will only accelerate. Wally Okby Wealth Management Wally Okby | 日本語
May 15, 2024 report North American Wealth Manager Adoption of Direct Indexing and ESG (JP) ダイレクト・インデックシングとESG投資/インパクト投資:北米ウェルス・マネジメント企業における最新動向 Wally Okby Japanese, Wealth Management Wally Okby | English
April 30, 2024 post Wrong Product, Wrong Client—Why Robo-Advisors Are Not the Silver Bullet to Attracting Next Generation Clients Is this the beginning of the end for robo-advisors? Lisa Asher Securities & Investments, Wealth Management Lisa Asher |
April 10, 2024 report Understanding the Ripple Effects of RIA M&A, Part 1: The Acquirers Though economic factors may drive short-term fluctuations, business fundamentals remain in place to continue supporting the proliferation of RIA consolidation driven by M&A. Lisa Asher Wealth Management Lisa Asher | 日本語
April 10, 2024 report Understanding the Ripple Effects of RIA M&A, Part 1: The Acquirers (JP) 米国のRIA業界では、M&A等によりRIA事業者の統合がすすんでいる。この背景を理解するため、本稿では買収を推進する(買い手)側事業者を分析した。 Lisa Asher Wealth Management, Japanese Lisa Asher | English
April 10, 2024 report Climate Risk Across the Securities and Investments Landscape (JP) キャピタル・マーケッツ各社の気候変動リスクに対する認識 Adler Smith Capital Markets, Japanese, Wealth Management Adler Smith | English
April 10, 2024 report Climate Risk Across the Securities and Investments Landscape Investment firms can’t ignore climate risk. Adler Smith Capital Markets, Wealth Management Adler Smith | 日本語