FREE White Papers

Five mistakes to avoid when selecting a fund administrator
Read this whitepaper to see the five common mistakes to avoid in the selection process.
by: SSC | Date published : March 2018 [Download]
Digitalization of Wealth Management
Providing High Tech Service in a High Touch Industry
by: Thomson Reuters | Date published : March 2018 [Download]
The Wealth Report
Super-rich populations are rising, but Europe is slipping down the ranks of the world’s wealthiest regions
by: Frank Knight | Date published : March 2018 [Download]
World FinTech Report 2018
The future is now
by: Capgemini | Date published : February 2018 [Download]
How to manage the impending wealth transfer
This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history.
by: SSC | Date published : February 2018 [Download]
The Rise of the Bionic Advisor
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
by: Wealth Dynamix | Date published : January 2018 [Download]
The Future of Fintech ~ Disrupt, Collaborate or Die
Our complimentary whitepaper, The Future of Fintech ~ Disrupt, Collaborate or Die, provides detailed insight on the approaches taken by Fintech vendors and incumbents, as well as a forecast breakdown of Fintech platform revenues in 2018.
by: Juniper | Date published : January 2018 [Download]

Archived Free White Papers