A surge in the number of high net worth individuals should stimulate wealth managers to transform their business model, according to the latest white paper from SEI.
Entitled The Transformation of Wealth Management Part 1 - the first of two papers highlighting the improvements needed to the traditional wealth management model - the report asserts that without a change...
Lowest level since 2016
Subset of fintech
Just one-fifth not in favour
Armed forces charity
PI providers adding constraints to cover