Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.
 Although the report suggests that the largest financial institutions, with the most resources, are most likely to succeed, even smaller firms can thrive if they take the right steps, such as investing in new technologies and talent, putting the customer first and fostering an innovation culture.”Steve Scruton, president, Broadridge Advisor Solutions.. |
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