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

Publicação: New York : McKinsey & Company, 2018Notas: 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 AmericaMateria / lugar / evento: Asesores financieros Patrimonio Nuevas tecnologías Generación X Entrevistas Cambio generacional Cambio tecnológico Cambio sociológico Estados Unidos China Otros autores: Kennedy, Patrick M.
Zucker, Jill
Ngai, Joe
McKinsey & Company
Outras classificações: 922.114