Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.
Stephen Striegel2021-11-19T17:59:22+00:00Foundations: Decision Consistency and Economic RationalityStephen Striegel2021-11-19T17:59:22+00:00
Patrick Spenner2021-09-13T15:39:09+00:00Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?Patrick Spenner2021-09-13T15:39:09+00:00
A personalization strategy is only as good as the data that underpins it. Wealth managers are moving beyond “found” data to create their own unique client data.