06/20/2017
Tech-Savvy Advisors Are Outperforming Their Peers
The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.
Wealth & Asset Management
06/20/2017
Vanguard rides robo-advice wave to $65B in assets
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch
06/19/2017
How robo-advice is evolving across the world
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/16/2017
Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency
The paper examines the demographic and psychological factors driving decision-making among Gen X, Gen Y and Gen Z clients—with a focus on investors with $5-25 million in investable assets.
06/16/2017
Jeff Bezos Wants Your Help Giving His Money Away
Bezos has in the past donated to cancer research and education issues
06/15/2017
UBS in Hong Kong Tech Move
The aim of Hong Kong X is to provide a platform for engagement, networking and knowledge sharing amongst the business community, and the tech start-up ecosystem.
06/15/2017
Pershing Launches Its Integrated Wealth Experience
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
Avaloq completes transaction with Warburg Pincus to accelerate growth
Under the partnership announced on 22 March 2017
06/15/2017
Macquarie shuts down direct robo-advice service
The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.
06/15/2017
Robots aren't coming – they're already here
Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.
06/14/2017
Race to harness AI dominates as digital tidal wave washes over fund management
"Adapt or die" sentiment dominates fund management talks on digital
06/14/2017
Aegon in talks with FNZ about £40bn Cofunds institutional assets
L&G's financial reports show Cofunds had £40.3 billion of institutional assets at 30 June 2016, just ahead of the sale of the platform.
06/14/2017
Robo-advising platforms carry new risks
Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.
06/14/2017
How to Achieve Digital Transformation
Disruption is occurring. Here are steps to plot your path.
06/14/2017
FOX to Present Technology and Other Critical Updates for Family Offices
Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum
06/14/2017
Wealth managers shun the digital revolution
Could we see higher net worth clients switch to cheaper robo platforms?
06/14/2017
SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/13/2017
Nutmeg insists raw data beats adviser annual reviews
Mr Port said: “The key challenge will be how the regulator incorporates data and personalisation."
06/13/2017
Digital delivery of wealth management - the era of the platform?
The evolution of business models is already underway.
06/13/2017
Observations on the Asian robo market
While robo-advisory can increase productivity, instead of fully automating that process, advisers can review the client portfolio and get pre-processed advice to relay to clients.