April 30, 2024 post Wrong Product, Wrong Client—Why Robo-Advisors Are Not the Silver Bullet to Attracting Next Generation Clients Is this the beginning of the end for robo-advisors? Lisa Asher Securities & Investments, Wealth Management Lisa Asher |
April 3, 2024 post Will This AML Rule for Investment Advisors Finally Come to Life? This February, the Financial Crimes Enforcement Network (FinCEN) released a Notice of Proposed Rule Making (NPRM) that would create an... Becki LaPorte Fraud & AML, Wealth Management Becki LaPorte | William Trout |
December 20, 2023 post What Should the Securities and Investments Industry Take Away From COP28? COP28 ends with a landmark but vague agreement urging a shift from fossil fuels for net-zero emissions by 2050. Adler Smith Capital Markets, Securities & Investments, Wealth Management Adler Smith | Wally Okby |
October 25, 2023 post I Went to a Wealth Management Conference… and AI Was Everywhere! AI's role in wealth management dominates pre-conference talks, refreshment hall chats, and panel discussions. Datos Insights Securities & Investments, Wealth Management Datos Insights |
October 17, 2023 post The Rise of the Personal: Lessons From the Datos Insights Wealth Management Forum Personalization is no longer just for the ultra-high net worth. Datos Insights Wealth Management Datos Insights |
August 3, 2023 post Addressing Consumers’ Liquidity Gaps Tightening credit has created new opportunities for bankers to provide liquidity solutions to their clients. Stewart Watterson Retail Banking & Payments, Banking & Payments, Wealth Management Stewart Watterson |
June 21, 2023 post Introducing Datos Insights As CEO, I’m thrilled to introduce you to Datos Insights—a new brand that showcases our continued commitment to our clients. Datos Insights Property & Casualty Insurance, Banking & Payments, Capital Markets, Commercial Banking & Payments, Cybersecurity, Fraud & AML, Healthcare Payments, Insurance, Life, Annuities, Benefits, Retail Banking & Payments, Securities & Investments, Wealth Management Datos Insights |
June 5, 2023 post Portfolio Management and Client Reporting Design Overall, the technology landscape of vendors and clearing/custody firms continues to grow, with well over 50 firms in this very... Wally Okby Wealth Management Wally Okby |
February 14, 2023 post Japan Promoting and Regulating ESG In 2021, I was provided the unique opportunity by the good folks at Refinitiv Financial Solutions to look under the... Wally Okby Wealth Management Wally Okby |
January 17, 2023 post Wealth Management 2023: The Juice Is Worth the Squeeze As recently as three years ago, the financial services industry—including wealth management—was still just exploring the possibilities enabled by advancements... Datos Insights Wealth Management Datos Insights |
August 31, 2022 post New Trends in Wealth Management Core Banking Systems Wealth management firms rely on their core banking systems to serve their customers across the entire value chain. But antiquated... Wally Okby Wealth Management Wally Okby |
August 1, 2022 post What Does FNZ’s Acquisition of New Access Mean for Global Wealth Managers? Global wealth management platform FNZ has added Swiss fintech company New Access to the list of strategic acquisitions it has... Datos Insights Wealth Management Datos Insights |
July 21, 2022 post The Great Resignation and Resulting Talent Gap The Great Resignation—a phenomenon in which an unprecedented number of employees worldwide quit their jobs over the past few years—has... Gabrielle Inhofe Banking & Payments, Capital Markets, Community Banking, Customer Experience, Cybersecurity, Fraud & AML, Insurance, Wealth Management Gabrielle Inhofe |
May 4, 2022 post Recent Cryptocurrency Regulatory Developments and Their Impact on Wealth Management With total global digital asset market capitalization growing from roughly US$20 billion as of year-end 2016 to nearly US$3 trillion... Datos Insights Wealth Management Datos Insights |
February 7, 2022 post What's Ahead for Wealth Management in 2022 Like other industries, wealth management organizations have dedicated much of the last two years to mitigating the effects of the... Datos Insights Wealth Management Datos Insights |
January 31, 2022 post Meet the New Boss, Same as the Old Boss The big boys have now taken over the digital advice space. As recently as 2014, no established players had entered... Datos Insights Wealth Management Datos Insights |