Now that we know that high performance is possible in asset management and we’re familiar with the models these firms are implementing, how can others achieve the same success? Three-step assessment process On the path to high performance, ou...

Having identified that high performance is possible in asset management, let’s look at how these firms are achieving success. While success is possible under a number of strategies and models, industry forces are driving firms to choose a specific...

Despite shifting demographics, increased regulations and the rapid evolution of technology, some asset managers are achieving high levels of performance. How are firms reaching this feat—a feat that seems nothing short of impossible in the wake of...

Facing a wave of retirement among Boomer financial advisors and operating models that give little insight into client-advisor relationships, wealth management firms find themselves in a tricky situation when it comes to client retention. Firms are...

It’s a trillion dollar question: How will firms replace legions of retiring investment advisors in the next few years? Current financial advisor operating models are “entrepreneurial”—firms have limited strategies in place for managing retiring ad...

There’s a group of investors in the United States that holds nearly $27 trillion in assets. For financial advisors, it’s important to get to know them—and their behaviors. Accenture recently surveyed Generation D investors—Millennials, Gen-Xers ...

In our "Gen D in Focus" series we got to know Generation D investors, a group that is increasingly dependent on technology to interact with the world. Our study of financial advisors revealed that Gen D advisors–some 75 percent–share the...

In May 2012, Accenture launched a research project on “Generation D” investors and advisors—Millennials, Gen-Xers and Boomers who depend increasingly on digital interactions. Our four-part “Gen D in Focus” series in September and October revealed ...

Regulatory and pricing pressures in recent years are forcing wealth management firms to seek greater efficiency and economies of scale in their operations—particularly in the back office. Workflow transformation is often the most promising option,...

Over the past several weeks, you’ve heard that Asia Pacific presents a promising opportunity for wealth management institutions and learned more about six factors that are shaping the region’s wealth management industry. Today, I discuss how your ...