Tag Archives: Private Wealth Management
The Next Stage for Robo-Advisers
Randy Cass, CFA, thinks that the legacy of robo advisors will mean dramatic changes for the investment industry’s future. Read More
The Irrational Mind and Saving for the Future — How can Advisers Help?
Professor Dan Ariely believes the financial profession has an opportunity to reinvent itself, addressing cognitive biases in a way that can be beneficial for advisers and their clients. Read More
Investment Professionals: How Socially Useful Are You?
To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey. Read More
Martin Wheatley: Regulation Is Not a Zero-Sum Game (Video)
Regulation, according to Martin Wheatley, chief executive at the Financial Conduct Authority (FCA), “is not a zero-sum game, like a tennis match or a football match, where either the regulator wins or the firm wins. If we get regulation right, we all win.” Read More
The Future of Private Wealth Management Is Digital
Scorpio Partners founder Sebastian Dovey believes the growth of private wealth business calls for a change in the traditional relationship model and that private bankers need to ask themselves, “How good is my digital strategy?” Read More
