Discovery Data’s Bob Skea on Finding Answers in Data and Technol
/Asset managers, wealth managers, insurance companies, and fintechs say they want data. But in reality, what they really want is answers.
Read MoreFintech News Stories
A Tech-Infused Wealth Management Advisor Offering Human-Infused Advice
/Personal Capital offers a free dashboard where users can pull together all their financial accounts for a holistic view of their assets and liabilities. CEO Jay Shah discusses the company’s notable growth during the past 16 months.
Read MoreSupporting Human Wealth Managers in a Digital Ag
/What’s the future of human wealth managers in an age of passive investing, ETFs, and robo advisors? Joe Mrak, global head of wealth management at Refinitiv, says data and analytics will allow the next generation of tech-savvy wealth managers to add value and remain relevant.
Read MoreR.I.P. Wall Street Robo-Advis
/News of the robo-advisor’s death may be premature. But they’ll soon be under the same pressure to outperform the market as the humans they’re replacing.
Read MoreSurvey Says: Let’s Get Digital, Digital
/It seems a tired trope to say that financial advisors need to invest more in digital, but the fact remains that many advisory firms still lack the robust tech experience their younger investors want.
Read MoreDan Houlihan on Asset Owners’ In-Housing Investment Decision
/The Head of Asset Servicing, Americas at Northern Trust discusses the trend toward bringing investment decisions in-house. The reasons relate to fees, controls, efficiencies, and investment performance. Funny, isn’t it, since those sound much like the rationale for outsourcing?
Read MoreRIAs in for a Fight over Forthcoming Trillions
/Consolidation continues to rise in the RIA industry. And further consolidation means trillions of dollars up for grabs.
Read MoreThe Great RIA Acquire-Fest
/The number of RIA firms is exploding. Organic growth is playing a role, but M&A is an even larger contributor to this trend.
Read MoreRobo-Advisors Lose Luster
/Robo-advisors were once all the rage in the world of fintech and digital financial services. But has the luster worn off?
Read MoreVox Populi? Maybe Not for Hedge Funds
/Hedge funds have long been closed off to the average retail investor. But so-called “hedge funds for the masses” — pooled funds that use hedge fund-like strategies — had been growing in recent years. That is, until now.
Read MoreTech 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.
Read MoreFrom Human to Robo-Advisers (and Back Again)
/Is Merrill Guided Investing the land where robots and humans exist happily side by side?
Read MoreInvestment Advisors Embrace Technology
/While the wealthtech revolution has largely been centered around robo advisors and bringing more “entry-level” investors into the market, independent advisory firms have tended to focus on building relationships, advisor productivity, and other factors. But that’s all beginning to change.
Read MoreRobinhood Gets into the Media Game
/In a deal with very interesting synergies, digital investing app Robinhood made its first-ever acquisition this week: for a millennial-targeted media firm called MarketSnacks.
Read More
