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Showing posts from June, 2016

Wealth Management & FinTech Revolution

WealthManagement.com  -  ‎May 31, 2016‎ Wealth managers  are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame. A recent report by PricewaterhouseCoopers casts light on just how unsatisfied clients are, generally, with the advice they're  ... Tech Illiteracy Puts  Wealth Managers  at Risk ThinkAdvisor  -  ‎Jun 1, 2016‎ Personal service and rapport with clients differentiate  wealth managers  from other financial offerings, but digital and algorithmic innovation is creating the possibility of the  wealth manager's role being increasingly delegated to technology — and  ... Warning: 'Fintech' threat to global  wealth management  sector players Herald Scotland  -  ‎Jun 1, 2016‎ WEALTH management  is among the least technologically-literate financial services sub-sectors globally, and already finds itself well adrift of other industries in this regard, a report has concluded. The report b