Steve Crosby, Americas wealth leader at PricewaterhouseCoopers(PwC), discusses the PwC 20th Anniversary Global Private Banking and Wealth Management Survey. He explains why regulation, technology, and clients with changing needs require financial advisors to adapt quickly. Crosby spoke at the PMAC 2013 conference in Toronto.
MD Physician Services not only has a well-to-do niche clientele, but a compensation model that ensures financial advisors focus on what's important
Boutique firm headed up by industry veterans Bob Sewell and Steve Meehan
But Chris Hodgson says there is still an important role for the independent advisor
Once a laggard in wealth management, Scotiabank has made great strides to close the gap these past few years
The acquisition will enhance IPC's offerings and broaden its advisory base while creating efficiencies in insurance
Banks believe wealth management operations key to future growth
The deal includes the acquisition of IPG, Virtuco Technologies and IPG Insurance
Wealth management sales saw double-digit growth for all three big insurers
To retain assets, wealth management firms will have to offer more services to clients, regardless of age, gender or nationality