Featured Insight
Headwinds in Wealth Management The Future of Financial Advice Depends on Organic Growth and a Paradigm Shift
May 2023
Profitability Lost
The last 18 months have seen some extraordinary changes in the business cycle and important implications for the future of wealth management. Contraction in business activity has contributed to slower growth, reduced earnings, and falling asset valuations based on higher costs of capital. The market has placed a drag on fee-based revenues and inflation continues to put upward pressure on operating expenses. Virtually all wealth managers saw their ratio of costs compared to assets under management (AUM) deteriorate.
Series
Climate-Related Financial Risks Part Two: From Disclosure to Decision
September 2021 • by
What's in a Day? Navigating a move to T+1 Settlement
August 2021 • by Luke Barnett & Gerard Callaghan
Series
Climate-Related Financial Risks Part One: Developments, Trends & Direction of Travel
June 2021 • by &
All Insights
Project Pre-Mortems Looking Back at the Start
October 2020 • by Richard Toledo
Economic Risk Outlook: Worst Case Scenario May Be Your "Best Case" Outcome
August 2020 • by Hollis W. Hart
Customer Journey Orchestration in Financial Services
June 2020 • by
The Importance of Culture in Change Management
February 2020
Digital Directions Considerations For Driving Front Office Digital Transformation in Wealth Management
January 2026
About Reference Point
Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven experience and practical experience in a unique consulting model to give clients superior quality and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.