The Effect of Fintech on Wealth Management
Wealth management is a lucrative sector. Professional advisors offer retirement planning services, tax savings advice, estate planning, and more. For a high net worth individual,
Search Results for: wealth management
Dolfin Appoints Nick McCall as Head of Wealth Management
Dolfin, the independent and agile wealth management platform, announced today the appointment of Nick McCall as Head of Wealth Management. Denis Nagy, CEO of Dolfin
Wealth Management in the New Age
Ronny Lavie, Managing Editor at The Fintech Times. Now in its 50th year of business, SEI is a leading global provider of investment processing, investment
Expert Opinion: Nicholas van Zeggeren on Wealth Management
Our editor, Nathan Gore, spoke to Nicholas van Zeggeren, Director of Squirro within the UK and Ireland, about the benefits of AI/ML within the Wealth
Expert Opinion: Simon Bussy on Wealth Management
Our editor, Nathan Gore, spoke to Simon Bussy, Domain Director of Altus, about the benefits of AI/ML within the Wealth Management sector. What would be
Right Here, Right Now: Augmented Intelligence in the Wealth Management Industry
Nathan Gore, editor at The Fintech Times. Whilst many predict Skynet or the complete takeover of AI-powered Robots, plenty of startups/companies are getting on with
The Future Of Wealth Management
We sat down with Ian Ewart, previous Head of Products, Services & Marketing at Coutts, to discuss his current view of the wealth management industry and
Envestnet “Advisor Now” Offers Robo-Tools for Wealth Management
Envestnet offers wealth management technology and services to help advisory firms leave brokerages and compete with large financial institutions. Founded in 1999, it went public
Money Management Tech Users Hold Double National Average in Savings and Overall Wealth
Analysis of high level anonymised data from Moneyhub, a financial insights platform for individuals and enterprises, finds users have almost double the national average of
Finding the right balance between HIGH TECH and HIGH TOUCH in wealth and asset management
With billions of dollars invested in FinTech startups, there is a plethora of companies providing high tech solutions for almost every aspect in Wealth and Asset