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Case Solution for The Future for Riverwalk Wealth Management

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FINC - Finance

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FINC - Finance

Get the The Future for Riverwalk Wealth Management Case Study Solution and Analysis by Chuck Grace, Mazi Raz, Mathieu Bournival | Case ID: W33334. We guarantee that this case solution is 100% original, official, and not AI-generated. It is a plagiarism-free, complete, and well-structured solution, ...

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Uploaded on July 14, 2025
Number of pages 17
Written in 2024/2025
Type Case
Professor(s) Mr tim
Grade A+

future
chuck grace
w33334
case study solution
case solution
case analysis
case study
case answers
riverwalk wealth management

Institution FINC - Finance
Course FINC - Finance

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THE FUTURE FOR RIVERWALK WEALTH MANAGEMENT

CASE STUDY SOLUTION

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SYNOPSIS
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As Lorena Scaloni sat in her office at Riverwalk Wealth Management, she was starting to get just a little
nervous. The end of the week marked the day when she would be standing before a room filled with her
peers and investment professionals, ready to present her vision for the future of Riverwalk’s financial
advisory practice. The audience had no qualms about challenging her ideas or casting doubt if her vision
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lacked persuasiveness or her action plan failed to convince them.
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As one of the three partners at Riverwalk, Scaloni had a reasonable understanding of the challenges
confronting both the industry and her firm. Although not entirely clear, she knew that the financial advice
industry was undergoing a significant reckoning. Scaloni identified her vision to ensure a thriving future
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for Riverwalk. Now she had to present that vision to her peers.
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OBJECTIVES

• Analyze the wealth marketplace in Canada to develop a general understanding of the sector and its
structural features.
• Recognize the importance of financial advice and examine how value is generated by advisors.
• Examine the relationship between individual advisors, wealth management firms, banks, and other key
players in the sector.

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,• Assess dimensions of competition or differentiation among wealth management companies.
• Apply principles of strategic response to disruptions and adaptability to navigate changing business
environments effectively.

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ASSIGNMENT QUESTIONS

1. How does Riverwalk currently create value for its clients?
2. What differentiates Riverwalk from other firms in Canada’s wealth management industry?

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,3. What major issues is Riverwalk facing? What key trends or tidal forces are driving change?
4. What strategic options are available for Riverwalk? Which path should Scaloni take?
5. In executing your proposed strategic option, what issues might Scaloni face?
6. (Optional; for an extended session) How should Scaloni execute an appropriate strategic option? How
can she take control and equip herself for the future?

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The Case Solution Starts From page 6

,ANALYSIS

1. How does Riverwalk currently create value for its clients?

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In this segment, depending on the level of familiarity of the learners with wealth management practices or

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financial advice, the instructor can speed through or slow down the discussion, and chart out the function
of wealth management firms. At its core, as a wealth management and advisory firm, Riverwalk acts as a

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financial intermediary. Commonly, by developing an investment philosophy, Riverwalk aims to understand
its clients’ unique wealth needs so that it can deliver a set of tailored investment solutions and asset
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management services.

Wealth management firms like Riverwalk employ licensed and skilled professionals who act as financial
planning partners and help their clients achieve their financial goals. The advisor’s task is to help the client
understand what is involved in attaining their future goals. This task includes conversations about
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budgeting, the amount of money the client should save, the types of accounts that may be needed, various
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insurance options (e.g., long-term health care, term life, disability), education and retirement plans, and
estate and tax planning.
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Beyond financial planning, the core of Riverwalk’s business model is investment management. The firm
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, EXHIBIT 1: RIVERWALK VALUE, RARITY, IMITABILITY, AND ORGANIZATION (VRIO) ANALYSIS

Capability Is the resource or Is the capability a core competency and source of
capability V, R, I, or sustained advantage?
O?

V R I O

Financial Tools ✓ ✓ These items may include technologies such as portfolio
and Research management tools, investment tools, and trade platforms
and dashboards. Increasingly, advanced technologies such
as robo-advisors, robo-retirement, and micro-investing tools
are entering this market segment.

Riverwalk may be using these technologies, but they are not
rare or costly to imitate by other wealth management firms.

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✓

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Client relationship ?
management
(CRM) platforms

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The Case Solution Starts From page 6

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