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Preparing for wealth management 3.0 transformation - research

News Team, 04/07/2022

The next decade will be about wealth management 3.0, according to Oliver Wyman’s Global Wealth & Asset Management Report 2022.

The management consulting firm defined wealth management 3.0 as the transformation of the industry to a scalable and modular wealth management proposition enabled by digital transformation.

Technology will act as an enabler for financial advisers to provide better advice and investments that are accessible to a more diverse client base, according...


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