RBC Investor & Treasury Services’ annual Canadian Asset and Wealth Manager Survey provides the perspectives of 101 managers on the opportunities and challenges facing this important sector.
Survey Highlights
- Market volatility is the #1 challenge
- Improving efficiency is the #1 focus
- Digitizing manual processes is the #1 technology investment
- Quality and cost are the top data management challenges
- New work-from-home approaches will be the most lasting COVID-19 legacy
