Generation change needs new approaches in wealth management
$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by…
$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by…
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy and change at Orbium, explains…
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…
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…
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…
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…