05/30/2017
The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people
05/30/2017
Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years
05/29/2017
User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.
05/29/2017
The company’s growth has been underpinned by a strong team who are focussed on delivering better outcomes for advisers, their clients, licensees, fund managers, stockbrokers and shareholders.
05/29/2017
There’s no hand holding for times when markets sag and the frightened flee.
05/26/2017
As the global regulatory landscape evolves, innovation is key to ensuring that market participants adjust seamlessly to new rules.
05/26/2017
Tarrant has also expressed confidence that it is the young and emerging fund managers who will eventually reap the full benefits of machine learning
05/25/2017
WealthTech company is building a “hybrid robo” wealth manager
Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice
05/25/2017
‘We are discretionary wealth managers, but the difference is we use technology for the investment model and the onboarding process as well.’
05/25/2017
Consider these insights on the effects of robo-advisors on the traditional wealth management industry.
05/24/2017
Enabling stockbrokers to expand their business model into wealth management
05/24/2017
Just 7 per cent of people would trust a robot with their savings, versus the 14 per cent willing to submit to a machine for heart surgery
05/23/2017
Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.
05/23/2017
STANLIB is a leading South African wealth manager with a presence in nine African countries.
05/22/2017
Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.
05/22/2017
We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.
05/22/2017
If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.
05/22/2017
Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience
05/19/2017
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
05/19/2017
The regulator now expects the wealth manager to deliver advice to the clients.