Wealth Management
Robo vs financial advice: Battle of the Canadian wealth market
Questions being raised about whether tech start-ups can dominate in the HNW sector
Goldman Sachs to create consumer & wealth management arm
As it realigns and renames its four core business segments
Australian wealth firm sells advice and life arm
For A$2.5m and advisers will be able to keep working for the acquiring company
Digital partnering is an effective solution not a cop out
‘Firms are struggling against a wave of digitisation in the wealth management arena’
Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees