Wealth Management
Investment | 13 Jun 16
Wealth management needs ‘uber’ moment to attract millennials
Millennials, the generation aged 18-34, need a “one-stop shop” where they can go to find information on how to invest, the UK’s Wealth Management Association (WMA) has urged.
Best Practice | 1 Jun 16
Wealth managers way behind digital trend, PwC says
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 a new report from PwC.
Middle East | 26 May 16
AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
Robo-advisers on the rise, CFA survey shows
Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed.
Focus Financial enters Australia after signing up MW Lomax
The US-based partnership of independent wealth management firms, Focus Financial Partners, has expanded its international network to Australia by signing up the Melbourne-headquartered MW Lomax Group.