I see a great deal of wealth managers in my working week. With every adviser firm I visit there is usually a lady or gentleman who is front of house and who greets me.
As a wealth manager, how are you preparing your advice business to take advantage of future opportunities and safeguard it from threats? Innovation and disruption needn’t just be buzzwords.Michael Summerton, Head of Proposition at INN8, chats about the practical side of disruptive change and contemplates how technology trends may play out in the financial services industry - and what participants can do to remain competitive.