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Are asset managers and wealth managers blurring the lines?

For the last 5 years we’ve been reading a never-ending stream of stories on passive being the better choice over active or the imminent transition of assets from traditional wealth managers to robo advisors.  Although these stories are often a

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Posted in Traditional and Alternative Asset Management

Automation with a human touch

Much has been written in recent years about digital investment advice platforms or “robo advisors.” By now, the robo wave seems to have crested and we are seeing a variety of business models leveraging automation, from the purely algorithm-powered platforms

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Posted in Product News, Traditional and Alternative Asset Management

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