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Mark Twain on Wealth Management Valuations

Vale Valuations?

Mark Twain, the great American author, is credited with the famous quote – “reports of my death have been greatly exaggerated”.  This followed an article in the New York Journal of 2 June 1897, wrongly recording his demise.

Much has been written about the death of valuations for wealth […]

Much More Than Just a Sales Call

In our first blog, “Forget the F-word”, we touched on the D-words that are having profound effects on all industries, especially financial services and wealth management.  We itemised the D-words as:

Democratisation of content
Digitalisation of delivery
Disintermediation of the value chain.

At T&C, we also identified a fourth, emerging dynamic – Disaggregation.  […]