Evolution and Personalization in Financial Services

The chapter explores the shift from founder to new leader in a financial company, emphasizing the importance of maintaining service standards while making strategic adjustments. It delves into the advancements in financial services technology, from manual reports to digital platforms like Orion, enabling personalized client engagement. The discussion also covers the growth of custom indexing, catering to diverse investor values and regulatory standards, with a spotlight on the impact of governance and tax implications in enhancing investor value.