Technology
Best Practice | 23 Aug 18
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
Click through the slides below to see the top tips
Standalone robo-advisers struggling to survive
Has the wealth management industry reached peak robo?
Best Practice | 9 Aug 18
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
Investment | 31 Jul 18
Megatrends that will shape investment growth
There are nine key megatrends that will have a big impact on the investment philosophy of the future, according to research by RBC Wealth Management, part of the Royal Bank of Canada.
Only 1% of consumers using robo-advice
Despite many fintech firms proclaiming robo-advice growth, a major survey by GlobalData has revealed that, across the generations, only 1% of consumers are using the technology to invest.