Wealth and Asset Management

Growing enthusiasm propels digital assets into the mainstream

A joint survey by EY-Parthenon practice and Coinbase reveals rising investor enthusiasm and adoption of digital assets, driven by regulatory clarity and innovation.

The growing popularity of CITs in US retirement plans

US retirement markets shift away from mutual funds to CITs as the most popular vehicle for target date funds strategies. Learn more.

We are entering the ‘Wealth as a Service’ era

WaaS is the future of financial advice, planning and investment management, streamlined into an accessible, client-focused solution. Read more.

The lender’s edge: data strategies for private credit

Understand the role of data in scaling private credit operations and enabling strategic transformations for asset managers.

Tax considerations for private equity or private credit funds

Discover how alternative investment strategies are becoming more accessible to high-net-worth and mass affluent retail investors through Alts Funds. Learn more.

How retail investors are making digital assets part of their lives

An EY-Parthenon survey of more than 1,000 retail investors shows that 64% already invest in digital assets or related products. Learn more.

Financial advisor compensation: The modernization of compensation platforms

By enhancing platform-based compensation management, wealth managers gain deeper insights into growth drivers and develop customized compensation plans.

Institutional sentiment points to increased adoption of digital assets

Institutional investors are adopting digital assets and increasing allocations in the coming years. Find out why.

How growth leaders approach marketing

Unlocking hyper-growth: how tech-savvy B2B2C CMOs transform demand generation with data-driven strategies and collaboration. Learn more.

How to navigate the US$18t wealth management challenge

Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.

Five priorities for winning with GenAI in wealth and asset management

Wealth and asset managers have the opportunity to reimagine their business models and transform their operations with GenAI.

Top 10 resolutions for wealth and asset management success in 2024

Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.

The transformation imperative: generative AI in wealth and asset management

Wealth and asset management must focus on foundational areas as they embed generative AI into core business operations and drive transformative change.

How US asset owners think asset managers should address ESG

Strategies for asset managers to attract asset owners for environmental, social and governance (ESG) and sustainability funds in the United States.

Are you reframing the future of asset management or is it reframing you?

AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.

Considerations when forming a business development company

Asset managers considering entering the BDC space should understand the increased burden associated with doing so.

The future of finance: perspectives from embedded finance enablers

A market survey by Ernst & Young LLP (EY US) reveals opportunities for embedded finance providers, with benefits for customers and financial intermediaries. Read more.

How tokenization in asset management is driving meaningful opportunity

Tokenization has gained significant traction throughout the financial services industry, particularly in the asset management sector. Learn more.

SEC marketing rule and GIPS: what advisers need to know

We provide more information about the new rule and compare and contrast it with the Global Investment Performance Standards. Learn more.