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Our insights

Research and perspectives on wealth and asset management industry challenges and opportunities — today and tomorrow.

blog
September 18, 2024

Stability + innovation: The cornerstone of client success

Stability and innovation aren't just complementary—they're essential for sustainable growth.

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blog
April 19, 2024

Staying ahead: Three ways technology can help banks win over wealth advisors

As the wealth management industry faces a wave of advisor retirements, a modern tech stack can help banks strengthen retention and recruitment.

April 2, 2024

Managing CITs in a world of relationship pricing

With the rise in collective investment trusts (CITs), requests for discounted pricing have grown in lockstep.

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blog
March 19, 2024

Evergreen funds

The next frontier in private markets?

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January 25, 2024

Can private credit maintain momentum?

Private lenders played a central role in fueling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?

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January 25, 2024

Private market operations: A rising bar

If private really is the new active, the competition for assets will only get fiercer.

January 4, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

January 3, 2024

Innovative hiring strategies to deepen the labor pool

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms.

January 3, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realizing future revenue for wealth managers.