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Wealth & Asset Management

Read our latest research, articles, and reports on Wealth and Asset Management.

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Report

Long-term value creation in US retirement

– Current trends in the US retirement market—the world’s largest—will have a disproportionate impact on leading financial services... firms over the next two decades.
Article

Making choices, finding growth: State of North American retail wealth management

– The market-performance tailwinds that have propelled North American financial advisors for the past several years subsided. Advisors... still posted record-high revenues in 2018.
Article

From diligence to delivery: Capturing value from retirement record-keeping M&A

– Consolidation in the US retirement arena continues apace. To maximize deal value, firms must follow some industry-specific best... practices.
Article

Advanced analytics in asset management: Beyond the buzz

– Leading firms are applying advanced analytics across the full asset-management value chain—with real-world results.
Report

European Private Banking in 2018: Running for scale

– Favorable market returns helped to build up Western European private banking profit pools in 2017, but banks need to assert more... control over their profit growth.
Article

Full speed ahead in European asset management

– Three types of firms made the most of another banner year in European asset management. Lagging performers should take note.
Report

The new Great Game in North American asset management

– The competitive landscape is being reset by a small group of visionary asset managers jockeying to deliver distinctive propositions... at scale.
Article

Achieving digital alpha in asset management

– The ability to generate value through digitization will increasingly separate leaders and followers in North American asset management.
Article

Will the good times keep rolling for Asia’s asset managers?

– With a revenue pool expected to double in the next five years, Asia’s asset management industry is a primary focus for domestic... and foreign firms seeking robust growth opportunities.
Article

Closing the gap: Leadership perspectives on promoting women in financial services

– Men still make up most of the management ranks at banks and insurers. New survey data and interviews with female executives point... the way to improving gender diversity.
Article

The state of retail wealth management in North America

– Revenues, and the number of assets managed, hit record highs for North American financial advisors in 2017. A deeper look at the... numbers, however, reveals concerning trends in pricing and new-client acquisition.
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