Digital Wealth Management in 2016: The Year of Re-shaping
Digital Wealth management will take off in 2016. Fintechs, Financial institutions, IT firms and Regulators; will all contribute to the ...
Tag: Investing & Capital Markets
Digital wealth management and the Icarus deception
Digital wealth management requires willingness to change the current comfortable and seemingly safe business practices. The truncated message from ...
Which Blockchain Platforms will be used to build Real Time Settlement?
On Tuesday, our Research Note focused on the question: Will Blockchain tech enable real time capital markets settlement? On Wednesday, ...
Who will create Near-Real-Time Capital Markets Settlement?
On Tuesday, our Research Note focused on the question: Will Blockchain tech enable near real time capital markets settlement? Today, our ...
Will Blockchain Enable Near Real-Time Capital Markets Settlement?
A. Real time settlement will fundamentally change the Capital Markets value chain in a way that will move $ billions ...
Holiday stockings with Stocks and ETFs: Stockpile or Spark Gift
A cool Fintech gift to consider for these holidays comes in a festive electronic form or in a retail physical ...
The changing landscape of CRM for Wealth Managers
On Tuesday, our Research Note focused on how both incumbent Financial Institutions and Fintech upstarts are increasingly being judged on ...
Why Salesforce Chose Wealth Management as First Vertical Market
Marc Benioff, Founder and CEO of Salesforce.com is one of the great thought leaders in the software business. He invented Cloud. ...
From the Vanguard Effect to the Robinhood & Blockchain Effect
The rush from major ETF producers to slash fees follows religiously Vanguard’s lead. The natural urge from Robo-advisors to slash ...
P2P Financial Matchmaking: Low CAC and Scale-up Recipes
Image courtesy of SIIPClub P2P online lending marketplaces claim to be Tech platforms in the match making business. They pair ...
