Gain leading industry insights fueled by our access to best-in-class data and human expertise. Our blogs, videos, special reports, research, and thought leadership detail how to best navigate through the fast-evolving wealth management landscape.
Wealth managers and advisors are in the midst of unprecedented change and face new and developing challenges daily. The accelerated shift to digital means finding new ways of engaging investors and delivering a truly personalised client experience. While digitalisation is top of mind, other key challenges and opportunities need to be considered, such as progressive fee compression, inter-generational wealth transfer, the growing need for client collaboration tools, the increased focus on ESG investing and managing the vast quantities of data available today.
Having the right data, insights and tools is a vital part of helping firms, advisors and investors make smarter decisions, work more efficiently and take advantage of fast-moving markets. Whether providing market-leading data, customised digital portals or a complete end-to-end workflow solution, Refinitiv is here to help you.
Here, we bring together our top wealth management insights, helping you take advantage of opportunities and navigate challenges, while keeping the needs, desires and values of the investor front and center.
How can wealth firms benefit by optimising content management?
Wealth firms and advisors face constant challenges arising from fragmented processes for distributing and consuming investment data, which is traditionally managed in silos across various platforms. So how can optimising your content management system improve the relationship between wealth advisors and their clients and make your workflow more efficient?
Wealth management: 3 strategies to personalise the client experience
The Gold Standard of Wealth Management - Understanding investor data needs
Refinitiv recently surveyed over 1000 self-directed and advised investors globally on how their trading activities, data needs and digital expectations have changed in the last 12 months. Listen to our panel of EMEA wealth management experts to discuss their views on these insights
Redefining the investor experience in 2021 and beyond
Investor expectations have radically changed since the start of COVID-19 and 39% of investors do not feel equipped with the right data and content to make informed investment decisions.
Digital Transformation. Buy. Build. Blend.
Refinitiv's Keesa Schreane speaking with Global Head of Digital Solutions, Charles Smith about the challenges the financial industry is facing in light of the COVID19 pandemic as well as methods to help overcome them.
Trends in Asian Investing
Garett Lim speaks to Sabrina Bailey, London Stock Exchange’s Global Head of Wealth, to discuss the secular trends that are driving rapid change in the wealth management industry, and how technology is helping Asia to drive ahead.
Getting personal: How wealth firms can attract and retain the modern investor
Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.
You might like
Each week we examine major themes driving the markets and use Refinitiv’s best-in-class data to assess the risks and the opportunities for investors.
We're here for you
Have questions? We're here to help. Talk to a real person and get the answers that matter most.