Not only are the demographics changing, they are also prone to making changes to how their wealth is managed as nearly 30% of HNW clients’ offspring abandon their parents’ investment firm after receiving inheritance.

Insights as a Service can help accelerate speed and scale of data-driven intelligence.

Migration to the cloud could provide an efficient way to address all these challenges.

It is important to prioritize agile methods that enable capabilities that are relevant to today’s HNW clients.

HNW clients value account aggregation services: an effective tool that wealth management firms can use to provide better services.

A new generation of high-net-worth (HNW) clients – especially those in their 20s and 30s – increasingly count on digital channels for wealth management support.