This headline appeared in The Edge Markets Malaysia edition, citing our Wealth and Asset Management 2021 study. The findings of this report signal a global paradigm shift in how clients want to interact with their investments. Reporter Kuek Ser Kwang Zhe quotes white paper co-author, Lou Celi, “It is always a bad idea to fail to move with the customer.” As an example, firms that are utilizing robo-advisors, online platforms that provide investors with financial advice and portfolio management services, are “taking over business from (their) competitors.” according to Celi.  Read Kuek Ser Kwan Zhe’s full story in The Edge Markets.

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