Investing with Hearts and Minds (in that order): Wealth Management, ESG and the Advisor

Thumbnail image for Investing with Hearts and Minds (in that order): Wealth Management, ESG and the Advisor September 25, 2017

Thomas J. Holly, US Asset & Wealth Management Leader – A Nobel Laureate once said, “The times, they are a-changin …,” and these words have never rung truer for wealth managers. As firms continue to refine their operating models and prepare for the upcoming $30T intergenerational wealth transfer, they also need to consider how these […]

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What will financial advisors look like in the future? Maybe it’s the DMSV Model

http://usblogs.pwc.com/assetmanagement/wp-content/uploads/2016/11/computer_300x213.jpg July 19, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – It opens with a sincere handshake, followed by a face-to-face conversation that’s punctuated by an easy, open dialogue, ending with a sense of mutual satisfaction and purpose. The client leaves, seemingly looking upwards towards the future with a renewed sense of purpose and relief, […]

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WannaCry is a cyber wakeup call for wealth management firms

http://usblogs.pwc.com/assetmanagement/wp-content/uploads/2014/10/cyber-security-smaller-2.jpg June 20, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – Wake-up calls are generally never pleasant. From the mundane (travelling) to significant events (fill in the blank), they’re oftentimes necessary and lead to a much stronger outcome.  Getting there, though, is a journey.  It’s never easy—it’s tough, it’s constantly evolving and it’s expensive—but the […]

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The $30T question that financial literacy can solve

Thumbnail image for The $30T question that financial literacy can solve April 27, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – If you were one of the beneficiaries of a $30T windfall, would you know what to do with it? How much would you spend, save, give away or keep? And how would you prepare to plan, preserve and protect those assets? Millennials are facing this […]

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Optimism amidst uncertainty

Thumbnail image for Optimism amidst uncertainty April 17, 2017

By Byron Carlock, PwC US Real Estate Leader – As we recently closed the first quarter of 2017 we are reminded how we started the year. A beginning that consisted of our team at PwC, together with top United States policymakers and industry leaders, descending upon Washington, D.C. for the 2017 Real Estate Roundtable State of […]

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6 key takeaways from REITWise: Developments shaping the REIT industry

Thumbnail image for 6 key takeaways from REITWise: Developments shaping the REIT industry April 10, 2017

By Byron Carlock, PwC US Real Estate Leader – My travels have continued in 2017 and I recently had the opportunity to attend NAREIT’s REITWise conference in La Quinta, CA. The conference covered a variety of beneficial and relevant topics for the REIT industry. Sessions included panels to discuss the state of the real estate […]

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Taking control of operational risk

Thumbnail image for Taking control of operational risk March 24, 2017

By Melanie Prusinski, PwC Assurance Partner – In an ever-changing and complex regulatory and political environment, operational risk means many things to asset managers. Can I profitably grow my business? Am I paying enough attention to the risk I am taking on? How do I effectively monitor my outsourced activities? With every asset management firm having its […]

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Are You Fit For Growth?

Thumbnail image for Are You Fit For Growth? March 20, 2017

By Kelley Mavros, PwC Financial Services Fit For Growth Leader- When senior leaders at asset and wealth management (AWM) firms are asked if they’re more focused on top-line growth or bottom-line results, the answer is often yes. These leaders recognize the continued rapid shift in industry trends, and as they take advantage of growth opportunities […]

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Wealth management: The future of advice

Thumbnail image for Wealth management: The future of advice February 13, 2017

By Thomas J. Holly, US Asset & Wealth Management Leader – For all of the focus on AI, machine learning and algorithms that hit the news almost daily, they give (at least for me) a break from the charged political climate, fuel the existential debates about the society’s eventual role in a robot-dominated future and […]

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Fresh thinking in times of change

Thumbnail image for Fresh thinking in times of change February 6, 2017

By Mike Greenstein, PwC US Alternative Asset Management Leader – As I reflect on 2016 and think about 2017, the key word is… change. There is certainly a lot of change going on. Change occurring in the political environment. Change expected in regulation, tax, and legislative agendas. Closer to the alternatives industry, change in performance […]

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