Tag: Sune Mortensen

Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that...

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."