Wealth Management Through the Pandemic: The Surprising Value of Personal Advice

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In this Episode

Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company’s data on 70,000 advisors.

Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients.

Read a summary of the firm’s 2020 State of North American Retail Wealth Management report.

Our Guest

Kieran Bol, CFA, has been transforming data into insights for North American wealth managers for the last 10 years, with a focus on pricing and growth. Currently head of Operations and special projects at PriceMetrix, part of McKinsey & Company, Kieran publishes whitepapers on the industry and deploys software and analytics solutions to help advisors better serve their clients and grow their businesses.

Link to the latest PriceMetrix report https://www.mckinsey.com/industries/financial-services/our-insights/the-value-of-personal-advice-wealth-management-through-the-pandemic

Link to the full report PDF is HERE


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