02/19/2018

Wealth managers must go digital

As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology

02/19/2018

A matter of life and death

Cernik’s presentation, therefore, focused on the need for expats – from any part of the world – to prepare strategically and efficiently for their demise

02/19/2018

Managing wealth for a new generation

“What this means,” he clarified, “is that the way we attract, retain, and interact with clients, and cater to their financial needs, has changed substantially over the last few years"