The Findings
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The hybrid approach to financial advice – part human part algorithm
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The meaning of life: What is our purpose? What are our clients paying us for?
Considering MIFID II and the requirements for transparent client reporting, revenue dynamics in asset management have changed. The importance of demonstrating value for money throughout the chain has become ever more important, not just through to wealth managers and intermediaries, but also the end customer.
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The Millennials – your future employees and your future investors – ignore them at your peril
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The millennials are more vulnerable than one might think
Millennials have surpassed baby boomers to become the largest consumer demographic, however with a deep mistrust of the system status quo born out of the financial crisis and an uncertainty regarding the future it is essential that brands are changing their paradigms to engage with this generation or risk becoming redundant.
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The power of nudging and subliminal messaging? Underestimate it at your peril