Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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The author believes regulation of digital assets is overdue, but with it the industry can build public trust and integrate the assets into the global financial system.
One technology exec argues that the human elements of financial advice will never be digitized; another says most of the job will eventually be fully automated.
A discussion of the latest tools that help firms deliver personalization at scale to differentiate their firms, increase capacity and drive business momentum.
Hassan will oversee the expansion of UBS’s digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics.
