In a recent @AFR article on fintech, I spoke to @Ninahendy about the honeypot of investment options & information out there that investors can read about online & where they want to invest. Read the full article: https://t.co/9sXnM7t33y
#fintech#assetmanagement#wealthmanagemen
‘The relationship between technology & humans is ever changing’
Stuart Holdsworth talks about the complementary nature of technology and human interaction..’ & put in the link & blog image. Click here to read: https://t.co/PlHH6ApM1u
#regtech#wealthmanagement#portfolio
Stuart's first guest is the exceptionally informative Rich Arnold. Rich brings 40 years of strategic, corporate, & M&A experience in wealth management.
Google podcast: https://t.co/rpTrgYE5xM
Apple podcast: https://t.co/2YGhk2mpVO
Spotify podcast: https://t.co/BFjDMaSZRQ
There’s growing acceptance that the future of the private wealth industry will involve servicing each & every client on a more personalised basis... If you to read more, click here: https://t.co/7Ksa1uZgHG
#regtech#wealthmanagement#portfolio#innovation#regulation
Personalised portfolio management empowered by technology is key to the future value proposition to consumers.
Below is the link to read more about the tech usage crucial as clients seek bespoke experience: https://t.co/guHjQke398
#regtech#wealthmanagement#portfolio#innovation
A common frustration that we hear in the private wealth management segment of the industry is about how investments are classified by third-party providers, perhaps investment platforms or software providers.
Click here to read more: https://t.co/v1EwqQjMGL
#wealthmanagement
We were delighted to see a report from Praemium / Business Health outlining the 7 key metrics for wealth practice success.
Click the link below on how Financial Simplicity helps firms improve on all of these metrics at the same time.
https://t.co/b3Inqt4vbM
I get asked a lot by fund managers whether they ‘should’ be having listed versions of their funds, & often offer the same commentary in response, that of – it depends on what you are trying to achieve.
Read more: https://t.co/7q5gj3SHMC
#financialsimplicity#wealthmanagement
When talking about client investment propositions, a wealth management firm made the analogy that managing many client specific investment portfolios is like spinning many different plates…”
Read more: https://t.co/xx8ak3Q8pU
Changing times upon us without doubt, and it is really saddening to see the fruits of so much work and effort for many disappearing in front of our eyes.
#financialsimplicity#wealthmanagement#portfolio#innovation
For more information, click here: https://t.co/8799MEK1vd
One of the challenging things about being client-centric with portfolio management is that often clients have investments that are on several platforms, in several currencies, and different asset types.
#financialsimplicity#regtech#wealthmanagement#portfolio#innovation