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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'srole 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 by accountancy firm ...

Wealth management behind the curve of digital technology

Actuarial Post - ‎Jun 1, 2016‎
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind other industries, a report published today by PwC finds. 'Sink or swim: why wealth management can't afford to miss the digital ...

Wealth managers way behind digital trend, PwC says

International Adviser - ‎Jun 1, 2016‎
Only one quarter of wealth managers globally offer digital channels beyond email and the digital strategies currently offered in the wealth management sector are sharply at odds with what HNWIs expect, the report said. The report pulls from interviews ...

Study: Wealthy Leaving Advisors Behind in Tech Adoption

Financial Advisor Magazine (registration) - ‎Jun 1, 2016‎
As high-net worth individuals migrate to new technologies, wealth managers risk being left behind. In recent research, London-based PricewaterhouseCoopers found that wealth management is one of the least tech-literate sectors of the financial services ...

Stark Warning for Wealth Management Firms

IFA Magazine - ‎Jun 2, 2016‎
For those firms which don't respond now to the 'digital wave', they will not survive in the medium to long term. The report is entitled 'Sink or swim: why wealth management can't afford to miss the digital wave', and is published by PwC. It shows that ...

Wealth managers 'dangerously behind the tech curve', says PwC

Portfolio Adviser - ‎Jun 1, 2016‎
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to the PwC report. Only one quarter of wealth managers globally offer digital ...

Ultrawealthy Investors Aren't Inclined to Recommend Their Advisers

Wall Street Journal - ‎May 31, 2016‎
Financial advisers who are counting on their wealthy clients for referrals may be disappointed. Just 39% of people with investible assets of $1 million or more are likely to recommend their wealth manager to others, and the figure is an even lower 23 ...

PwC Thinks Wealthy Clients Don't Want to Refer You

Financial Advisor IQ (registration) - ‎Jun 2, 2016‎
Investors with $10 million or more are apparently even less impressed with their wealth managers. Only 23% of ultra high net worth respondents said they would make a recommendation, the publication writes. However, UHNW investors typically have ...

This could be the tipping point for online investing

CNBC - ‎May 31, 2016‎
A whopping 52 percent of high net worth individuals are worried about being taken advantage of bywealth managers and 55 percent worry they'll lose money, according to the survey. And this could translate into a new opportunity for the budding class of ...

Wealthy clients seek more digital offerings, says PwC

THE BUSINESS TIMES - ‎May 31, 2016‎
THE majority of high net worth individuals (HNWIs) believe it is important for their financial adviser or wealth manager to have a digital offering, but wealth management is one of the least tech-literate sectors of the financial services industry. A ...

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