Financial planning is highly valued by clients. However, clients often look in vain for seamless advice that combines "financial planning" and "investment advice". This article shows the possible solutions.
The capital market is undergoing profound changes: In addition to the current impact of the COVID-19 crisis and the regulation, (socio)political issues are getting more and more attention. We take a look at the integration of ESG criteria in asset and wealth management today.
This paper discusses the evolutionary pressure on financial services companies and their strategic advantage of being able to integrate modern software architecture into a legacy environment.
The classical advisory approach based on the risk profiling required by regulators hardly creates tangible value for private clients.