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August 31, 2022
Wealth management firms rely on their core banking systems to serve their customers across the entire value chain. But antiquated systems are challenging many financial institutions (FIs) in their quest to keep up with their industry’s ever-changing demands, which prioritize speed and flexibility. While FIs of different sizes have varying challenges, at a bare minimum, all wealth management...
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August 1, 2022
Global wealth management platform FNZ has added Swiss fintech company New Access to the list of strategic acquisitions it has made worldwide in recent years. The organization appears to be strengthening its wealth-tech capabilities in order to make its offering more robust and enter new markets. But the thing that makes the continued expansion of FNZ truly stand out—and why wealth management...
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July 21, 2022
The Great Resignation—a phenomenon in which an unprecedented number of employees worldwide quit their jobs over the past few years—has ushered in novel ways of thinking about workplace culture. Employees are prioritizing a better work-life balance, remote and hybrid options, and higher pay. Many companies have sought to adapt to these shifting expectations, but a talent gap—or labor shortage—...
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May 4, 2022
With total global digital asset market capitalization growing from roughly US$20 billion as of year-end 2016 to nearly US$3 trillion in November 2021, digital assets have found their place in certain private and institutional clients’ balance sheets—largely outside the purview of classic financial advisory relationships.  In fact, activity at Coinbase, one of the largest digital asset...
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February 7, 2022
Like other industries, wealth management organizations have dedicated much of the last two years to mitigating the effects of the pandemic. But as we enter 2022, the wealth management industry needs to look toward the future and prioritize keeping up with this quickly changing market. Organizations will need to adjust their business models to account for the modified economic situation as...
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January 31, 2022
The big boys have now taken over the digital advice space. As recently as 2014, no established players had entered the space, and startups managed 100% of the robo-advised assets. Fast forward to today: With UBS’s acquisition of Wealthfront, the number of challenger robo-advisors of any significant size has been reduced to a single firm—Betterment, which advises on US$28 billion of client...
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William Whitt
July 27, 2020
By Manoj Upreti and Dennis Gallant   On July 15, 2020, Lincoln Financial Group announced the launch of PathBuilder, which can be selected like any other investment option within employer-sponsored retirement plans and provides a guaranteed income stream for life. Why is this product announcement important? Many U.S. consumers today are worried about outliving their retirement...
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Manoj Upreti
July 13, 2020
リテール証券事業は、ゼロ・コミッションやロボ・アドバイザー(低料金のポートフォリオ管理サービス)が導入され価格破壊が進んでいる。証券各社は、次なる収益源の模索を始めており、一つの方向として、ロボ・アドバイザーと組み合わせて、各種相談サービス(アドバイス/プランニング/ガイダンスなどの表現が用いられている)の有償化が試みられている。アイテグループではこの分野の動向をレポートにまとめた。 アイテ・グループ・レポート:Subscription Pricing Models for Digital Advice: Where’s the Sweet Spot? ■ スケール可能なアドバイザー・モデルの模索 リテール証券事業の収益源は、これまで、売買毎に手数料を受取るコミッションか、主に富裕層向けに預かり資産総額の一定割合(1~2%程度)をアドバイス・フィーとして受取るモデルだったが...
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July 2, 2020
Empower follows its 2018 rollout of Wealthsimple’s mass-market solution with the acquisition of Personal Capital, a high-net-worth offering that includes a powerful financial dashboard available to all. These two wealth management solutions, Wealthsimple and Personal Capital, support Empower’s strategic goals of enhancing its financial wellness and technology offering in the workplace and...
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Sophie Schmitt
July 1, 2020
On the advent of SEC Regulation Best Interest (Reg BI), brokers are pressing forward with systemic changes to the way they conduct business. The new standard of care regulation for broker-dealers (BDs) went into effect on June 30, 2020. Here is a recap of selected elements of the regulation and what Aite Group  has been hearing from technology providers, broker-dealers, and industry...
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Greg O'Gara

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