Bill Sullivan

Posts by Bill Sullivan

  • Live Webinar: How Wealth Managers Can Thrive Amidst Digital Disruption

    January 27, 2016

    Wealth management firms are being impacted by investors’ rising demand for digital engagement and openness to robo advisors. Rather than view these industry disruptors as threats, savvy wealth managers recognize the opportunity to position themselves strategically with high net-worth individuals (HNWIs). In fact, as the wealth management value chain is...

  • Capgemini 2015 Wealth Report

    U.S. HNWIs Worth Record $15.2 trillion, but How Much Is in Play for Robos?

    December 2, 2015

    For over 20 years (see earlier blog post), Capgemini has been tracking the growth of High Net Worth Individuals (HNWIs) across the globe with their World Wealth Report. Today, Capgemini released their 2nd Annual U.S. Wealth Report which identifies the U.S. metro areas with the highest HNWI population and assesses the impact automated advisory services (aka...