Keeping the trillions of family wealth: How to win next-generation clients
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers.…
thought_leaders
03 Sep 2019
Ortec Finance Launches Goal-based Financial Planning Solution
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s…
The Gains for Robo Advice and Beyond
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several…
20 Jun 2019
Offering technology-led, bespoke service in HNWI and Affluent banking
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the willingness to pay for these…
24 May 2019
Fintech industry needs tools to select the right data for clients
Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies and usable and easy interfaces for clients. Data are the…
Why Belize is suitable for offshore banking
By Luigi Wewege, SVP of Caye International Bank. When you bring up the idea of offshore banking, it's not unusual to get a dozen different opinions about where the best…
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