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Wealth Management Flash Briefing April 2020

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15 April 2020
Neil Sheehan Awaad Aamir William Trout

COVID-19: An Accelerate for Digital?

Celent's Wealth Management team discusses how COVID-19 impacts recent reports.

Reports discussed:

Digitizing Estate Planning
Awaad Aamir
Hands-on and emotion-laden processes have been immune to real digitization. Today, that is changing.

Proxy Voting: Investing with your Ballot
Neil Sheehan
Client interest in ESG investing mandates a shift in the mindsets of advisors. Proxy voting offers them a means of putting their clients’ wishes to work.

Wealth Management and 5G is a Thing
William Trout
What Wealth Managers should know now, and how they should prepare.

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