Wealth Management Flash Briefing April 2020
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15 April 2020
Neil Sheehan Awaad Aamir William Trout
COVID-19: An Accelerate for Digital?
Celent's Wealth Management team discusses how COVID-19 impacts recent reports.
Digitizing Estate Planning
Hands-on and emotion-laden processes have been immune to real digitization. Today, that is changing.
Proxy Voting: Investing with your Ballot
Client interest in ESG investing mandates a shift in the mindsets of advisors. Proxy voting offers them a means of putting their clients’ wishes to work.
Wealth Management and 5G is a Thing
What Wealth Managers should know now, and how they should prepare.