Digital Wealth Management Strategy 2020: episode 5
Technology in Wealth Management: a Silo or a Way of Life? In this live discussion we consider some of the growth and innovation ideas we’ve...
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Digital Wealth Management Strategy 2020
A new series of 8 live online discussions looking at the digital threats and opportunities currently facing established wealth management firms and private banks....
The Coming Age of Innovation in Wealth Management
by Mark Walker
The Wealth Management Sector has lagged other financial sectors in terms of innovation. That is about to change. The last two decades have brought mind-boggling...
Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for...
Fintech Trends in Wealth Management
by Mark Walker
Sponsored Guest Post Advancements in technology have truly changed the way that we live our lives. Before we still had to wait at least a...
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,...
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...