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leadership, management, organization, business

Rebuilding Trust in Banking

Two recent reports show both the contrast and the convergence of the financial services and technology industries. The 13th annual Edelman Trust Barometer again showed the banking and financial services industries as those least trusted by respondents, while the technology industry topped the list. Separately, Oliver Wyman released a report on the financial services industry [...]

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Five Shifts that Define the New Era for Wealth Management

(This post was also published today on the blog of my consulting firm clientific,  follow me there too.) Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past [...]

Why More Experienced CEOs Will Stay At the Forefront of Tech Innovation

This is as encouraging to me personally (“the average age of founders of technology companies is a surprisingly high 39 – with twice as many over-50 executives as those under 29 years old.)”, as it is generally (“The United States might be on the cusp of an entrepreneurship boom—not in spite of an aging population [...]