Capco: Wealth Management’s Digital Revolution

Be they brokers, investment managers or private bankers, the wealth industry was built on the construct of delivering service through a trained and qualified professional.

A key aim of regulators has been to protect consumers – in particular, retail investors – from various forms of abuse at the hands of this professional.

As such, the industry’s regulatory frameworks have focused on regulating the activities of that trained, qualified professional and the institutions in which he or she

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