Nick Wade from Northfield and the Curious Quant discuss the impact of COVID on risk modeling frameworks, assumptions, and how the recent movements in asset markets may or may not impact the short and long-term assumptions of asset owners.Â
Transforming to serve 100,000 clients takes more than a rebrand
To achieve transformational change, advice businesses need four essential ingredients: direct client relationships, scale, capital and transformation capability. Until now, no advice business has possessed all four.
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