RoboAdvisor

This three part series explores the automated investment management or the “Robo-advisor” (RA) movement. The first post in this series @- http://www.vamsitalkstech.com/?p=2329 – discussed how Wealth Management has been an area largely untouched…

“Millennials want “finance at their fingertips”..they want to be able to email and text the financial advisors and talk to them on a real-time basis,” – Greg Fleming, Ex-Morgan Stanley The…

Wealth Management is the highest growth businesses for any medium to large financial institution. It also is the highest customer touch segment of banking and is fostered on long term (read extremely lucrative advisory) relationships. This three part series…

The previous two posts have covered the business & strategic need for Wealth Management IT applications to reimagine themselves to support their clients. How is this to be accomplished and…

The first post in this three part series brought to the fore critical strategic trends in the Wealth & Asset Management (WM) space – the most lucrative portion of Banking. This…