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18 Dec 2023
Banks are finally starting to adopt wealth management alongside their daily banking capabilities. Frankly, it's about time! The notion that a bank relationship would be limited to spending and borrowing, without helping to invest and grow, has for a long time struck me as fundamentally flawed. With the adoption of embedded wealth management, banks...
1
07 Nov 2023
How many of us bank with one of the incumbent mega-banks as our primary account? I’d wager the answer is ‘yes’ for most of us. But how solid are these relationships? Is our loyalty to these institutions as solid as oak? I can only answer on behalf of myself, but that loyalty is being tested - badly. I feel like a man that’s been driving his trusty ...