Our Insights

Even with markets in ascent, asset managers’ revenues have flatlined. But the evolution of balance sheets among banks,...

Revenues, and the number of assets managed, hit record highs for North American financial advisors in 2017. A deeper look at...

By redirecting focus, wealth managers can successfully respond to challenges brought on by digital disruption, demographic shifts,...

Asset managers can find a competitive edge in debiasing techniques—accelerated with advanced analytics.

A broad redistribution of value in North American asset management is creating fundamentally new pools of value and altering...

In 2016, Western Europe’s private banking industry turned in a disappointing performance in terms of both growth in assets...

The state of retail wealth management report 2016 examines the trends in the wealth management industry and the factors behind...

The North American asset management industry is on the brink of a once-in-a-generation shift in competitive dynamics, due to...

Wealth-management incumbents can meet digital disruption head on by understanding core changes in their industry—and focusing...

Favorable high-level results in Europe’s private banking sector cannot mask the market forces—including regulatory...

Fundamental shifts in client demand, product innovation, distribution, technology and regulation are reshaping the terrain of...