
Tag: wealth management


Fintech is now big and mainstream, but that does NOT make it boring

The new way of `Armchair Activism` & Diversification in wealth management

The revised pessimistic projection for Digital wealth AUM does not make sense

Alternative Data gained more trust and ML algorithms got good training

Digitization in the brokerage business is shrewd – Motif investing is closing

Lockdown & market uncertainty lead to a surge in B2B robo-advisors

The $5 trillion ETF market has been tested

Mortgages for `Branch-Never` clients is the next re-bundling item
