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  • Provider Compendium
    Dec. 05, 2024

    The wealth management industry is evolving to meet emerging trends and client demands. To manage costs and boost revenue, firms are introducing new products, expanding into new regions, and enhancing advisor platforms to improve productivity and…
  • Provider Compendium
    Feb. 03, 2023

    Open banking has evolved and extended its benefits to a wider range of financial products, including mortgages, wealth management, insurance, savings, and capital markets. It has also added a cross-industry dimension, giving rise to concepts such…
  • Provider Compendium
    Jan. 12, 2023

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. High Net…
  • PEAK Matrix®
    Dec. 09, 2022

    The concept of open banking is no longer restricted to payment services. Open finance has widened its scope to include mortgages, wealth management, insurance, savings, and capital markets. These use cases are giving rise to concepts…
  • PEAK Matrix®
    Nov. 22, 2022

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. Next-generation investors…