The current politically charged environment provides opportunities for financial advisors to demonstrate that they truly understand their clients in ways that straight automated solutions can’t. They’ll need the help of technology to do that efficiently.
When the industry is moving towards FinTech-FinServ collaboration, how do you build an effective B2B FinTech solution and company? This post explores that topic with insights from a FinTech Entrepreneur.
Wealth Management as a Platform (WMaaP) can bring much needed transparency and power to the average investor, but is Asia a better ecosystem for WMaaP than mature markets like US and EU?
The US Wealth Management/ PFM industry seems to be taking a myopic view of digitialization by equating “digital” to just “roboadvisors.” By doing so, it could hurt consumers as well as the industry players themselves.