Blog Archives

Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

Tagged with: , , , , , , ,
Posted in Wealth Management and Financial Planning

Wealth Managers Split on Robo-Advice

Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and

Tagged with: , , , , , ,
Posted in Wealth Management

What’s in Your Digital Strategy?

Back in 2008, the first robo advisors entered the scene to little fanfare amidst a financial crisis and a deep bear market. At first, many industry experts scoffed at their ability to make any headway into wealth management, based on

Tagged with: , , , , , , , , ,
Posted in Advisors, Asset Managers, Technology, Wealth Management

Technology Disruption Driving M&A and Partnership Activities in Wealth Management

At the recently held Deals And Deal Makers Summit, hosted by ECHELON Partners, I was fortunate to moderate a panel of technology executives discussing technology disruption in wealth management and how it is impacting mergers, acquisitions, technology partnerships, and capital

Tagged with: , , , , , , , , , , ,
Posted in Advisors, Asset Managers, Technology, Wealth Management

Subscribe

Recent Tweets

Authors

Archives

Contact

If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.