Why leaders in wealth and advice need a new operating system

However you view the world today, one thing is clear - it is far less predictable than it has been in most of our lifetimes. This is the environment in which financial advice businesses and their clients now exist. When the link between action and consequence is weakened by a continuing stream of unforeseeable external forces, leaders can lose confidence and direction. At the same time, many leadership teams in larger firms face increasing shareholder pressure and the perceived threat of artificial intelligence-enabled competitors in the not-too-distant future.   The response in some ...