Managers of Wealth Fintech

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

Firms need to be proactive to make their offerings attractive to younger generations and create tailored solutions to meet their unique needs.

The digitalisation of insurance services

The financial services industry embraced digitalisation decades ago.

Private banker Karl Reichmuth: "Blockchain will be the saving force"

With the emergence of crypto money and the possibilities that blockchain technology offers in banking or in transactions and contracts, the financial sector, central banks and politics are facing new challenges.

Man Group on BTC: «No Inherent Worth»

Although Ellis noted that Man Group, which has $127 billion in assets under management, does make crypto investments, it was one of «probably 800 markets we trade today on top of 15,000 stocks and thousands of credits».

Why remote working leaves us vulnerable to cyber-attacks

REvil took credit for the incident and claimed to have encrypted more than one million systems.

China Crackdown Makes Hong Kong Index World’s Biggest Tech Loser

The Hang Seng Tech Index has been on a roller-coaster ride in the last 12 months.

Digital modernization 2021

Unlocking the potential of next-gen technology

How digital transformation—and a challenging environment—are building agility and resilience

The pandemic has shown CEOs the need to future-proof the business

Top 3 FinTech Hubs and companies in the European region

Startups need access to seed and scale capital to develop and grow their ideas and move to raise investment.

Wealth and Asset Managers Will Go Head to Head as Their Opportunities Converge

On the other hand, for asset managers, the opportunity lies in delivering differentiated, in-demand products to retail investors.

The Ultra-Rich Are Turning to Crypto After Driving the SPAC Boom

A Goldman Sachs survey found that nearly half the family offices the bank does business with want to add digital currencies to their stable of investments.

US banks need better approach to fintech, says ex-Goldman executive

Partnerships and acquisitions are needed to keep up with technological innovation, says Sheila Patel

Wealth management industry leads way with AI technologies

Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.

The Costs of Corporate Actions Inaction

Mandatory events are often well automated, with higher STP rates.

Central Bank Digital Currencies Will (Not) Make Bitcoin Obsolete

Bitcoin may have been the first crypto to go mainstream, and certainly tends to dominate blockchain and crypto conversations

JP Morgan Wealth CEO Says Clients See Bitcoin as Asset Class to Invest In

The remarks came in a video clip from "Bloomberg Wealth with David Rubenstein” released Tuesday by the media outlet, but that was first recorded on June 7.

Coercion and coexistence: How El Salvador’s Bitcoin Law may change global finance

Lending pools, U.S. tax law and the World Bank all stand in the way of El Salvador’s move to adopt Bitcoin as legal tender. But in the end, the world’s first digital currency may win.

The New Customer Relationship in Wealth Management

These interactions are captured digitally, providing volumes of data which can be used to identify services and opportunities specific to my needs; “good, personalised service” dead not dead, it has just become digital.

FinTech’s evolution in the advice industry – The Australian experience

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Marshan, Head of Policy Strategy and Innovation at the Financial Planning Association of Australia

Finding the right balance with hybrid client experiences

The new digital solution allowed clients to validate their identity via a video call with a Relationship Manager and complete the rest of the process online, including secure digital signatures for account opening agreements.

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