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wealth management consulting, wealthtech consulting

Resources

Whether you are looking to enhance your skills, stay up-to-date with the latest trends and best practices, or simply explore new ideas and perspectives, you will find a wealth of resources at your fingertips.

Leadership

This is an excellent article from McKinsey on how leaders are balancing risks and opportunities

https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/actions-the-best-ceos-are-taking-in-2023

Management

The Harvard Business Review published this article on workplace trends that managers should be aware of

https://hbr.org/2023/01/9-trends-that-will-shape-work-in-2023-and-beyond

Strategy + Execution

This article contains real life examples of where great strategy was well executed on. Cascade also provides other useful strategy resources

https://www.cascade.app/blog/the-5-best-business-strategies-ive-ever-seen

Technology

This article from MIT is not specific to financial services, but contains a broad perspective of 10 technologies that they believe matter most

https://www.technologyreview.com/2023/01/09/1066394/10-breakthrough-technologies-2023/

Financial Products

This report from Marsh McLennan on the convergence of traditional wealth management and retirement plans is one of my favorites reads on trends this year

https://www.wealthmanagement.com/practice-management/wealth-managers-and-rpa-advisors

Personal Growth

A few of my favorite podcasts:

Mindset Mentor – https://robdial.com/podcast/; Brene’ Brown – https://brenebrown.com/podcasts/; Adam Grant (Re:Thinking and Work Life) – https://adamgrant.net/podcasts/

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