"Within MPS, three data-gathering challenges stand out: flow data; asset availability during rebalances; and factsheet production."

"Faced with a more stringent regulatory environment, innovation will not be optional for MPS providers operating at scale."

"For those ready to embrace change, the tools are already within reach. What’s needed now is the courage to press play."

"Blockbuster didn’t adapt, and now it’s extinct. This serves as a stark warning to the wealth management industry: adapt or face a similar fate."