Wealth managers, press the pause button. In the stillness, what you will feel is change. Or, to borrow a phrase from Bob Dylan, ‘The times they are a changin’.
Continue readingNew, Disruptive Trends Affecting Wealth Management
Big Tech and Wealth Management
To hear some of the financial prognosticators speak, you might think Apple, Amazon, Alibaba, Netflix, Google and other Big Tech firms were going to take over wealth management. It is true that their deep technical proficiencies and bandwidth would make it easy for them to enter the financial services field and offer all sorts of automated, online investment-type services.
Continue readingThe Rise of the Robo Advisor
Some of the first FinTech robo-advisory services were introduced by North American firms like Wealthfront, Betterment and Wealthsimple. These companies provide automated investment services and personalized advice to investors with smaller assets.
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