Interesting Up-coming Events

T&C is involved in two up-coming events that we think are interesting and worth a look.

1. Webinar 12 noon – Thursday 1st May 2014

The first is a special webinar that reveals the findings of the recent Advice Leaders Forum Business Insights Survey.

These are important findings from a survey of industry participants conducted […]

It’s not just you!

In our July blog (“Forget the F-Word:  It’s the D-Words That Matter”), we touched on the D-words that will have the longest lasting legacy and most profound effect on most industries, including financial services and wealth management.  It’s the D-words that will compel participants to re-write their strategies and […]

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.  […]