What’s shaping client communication, compliance and trust in Wealth Management.
Legado’s latest research brings together insight from professionals across the UK Wealth Management sector to uncover how firms are navigating communication challenges in a regulated, digital-first world.
As client expectations rise and operational risk increases, many firms are still falling back on disjointed tools and outdated habits. This report explores the growing gap between what advisers know is needed — and what’s actually being delivered.
Whether you’re in operations, compliance or client service — this report offers practical, data-backed insight to help assess your current approach and plan for what’s next.