The coronavirus pandemic has forced the wealth management industry to push ahead with digital engagement and accelerated companies adoption of ‘omnichannel’ communications, research has found.
Dunstan Thomas' Changing World of Wealth Management report revealed half of all respondents believed digital client engagement would be strengthened as a result of Covid-19 and its resulting national lockdown....
'Advice makes people twice as optimistic'
An IT or regulatory challenge?
Cutting delivery costs is key
'Solutions to pressing business needs'
SJP receives scathing open letter from shareholder criticising 'bloated organisational structure' and 'excessive pay'
Suggests reducing adviser operating expenses
90% relate to Covid-19
‘Either write it or refer it. Do not ignore it’
Cost Aviva £7m
Contacted Minister for State and Security