Centro de Documentacion de Fundación MAPFRE - Wealth management in an era of robots, regulation, and new money

MAP20180009976

Wealth management in an era of robots, regulation, and new money / Simon London. — New York : McKinsey & Company, 2018

Sumario: We¿re going to be talking about financial advice and the people who provide it: financial advisers, or as they¿re sometimes known, wealth managers. Wealth management is a very big businessand also a business facing a number of challenges, such as new technology, changing demographics, and tighter regulation in a lot of countries.
A little later, we¿re going to be getting a perspective on China. But we¿re going to start here in North America

1. Asesores financieros . 2. Patrimonio . 3. Nuevas tecnologías . 4. Generación X . 5. Entrevistas . 6. Cambio generacional . 7. Cambio tecnológico . 8. Cambio sociológico . 9. Estados Unidos . 10. China . I. Kennedy, Patrick M. . II. Zucker, Jill . III. Ngai, Joe . IV. McKinsey & Company . V. Title.