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Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients.

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The case for end-to-end digital lending

Independent Banker

started developing its digital lending platform about three years ago—and the bank is really glad it did. The pandemic accelerated the adoption of digital lending for both banks and consumers. The transformation has been phenomenal,” says Prabhash Shrestha, ICBA group executive vice president and chief digital strategy officer.

Lending 91
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Killing Strategy: The Disruption Of Management Consulting

CB Insights

But just as their clients are always under threat from new players and technologies, consultants too are not immune to the forces of disruption. “The underlying principles of strategy are enduring, regardless of technology or the pace of change.” Building an SEO strategy for ecommerce. ” —Michael Porter.