Tech for the Ultra-High-Net-Worth Client

Tech for the Ultra-High-Net-Worth Client

The prevailing sentiment for years has been that tech tools in wealth management are primarily designed for the mass affluent. These are clients who don’t need to meet with an adviser regularly and can use automated digital services for much of their needs. But for high-net-worth clients, the human touch was still needed, the thinking went.exaggerated. Still, the old days of banks just plastering new branches everywhere as if they were billboards are surely over.

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Buffet Bullish on Big Banks

Buffet Bullish on Big Banks

Bank stocks are one of the safer investments you can make, at least according to noted bank stockholder Warren Buffet. Buffet has long been known as a fan of investing in banks; his holding company, Berkshire Hathaway, has long held a large position in Bank of America, and last year snapped up a significant amount of shares in JPMorgan Chase. (Of course, some of his bank boosterism in the past left him with a bit of egg on his face.)

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