The pressures facing the wealth management industry are well recognized and much continues to be written about them. However, less is written about the key positive elements of change and, more importantly, what is needed to sustain these attributes of “new thinking" in wealth management.
Is the future of investments about people or products?
A fascinating week, and the flood gates appear to have opened up on conversations concerning the wealth management industry's future being more about understanding people than understanding investment products. ..
Financial Simplicity streamlines mass tailored portfolio monitoring & analytics
Responding to growing industry demand for consumer interaction and the effective management of portfolios, Financial Simplicity has extended mass tailored portfolio management with synchronized mass tailored monitoring and analytics in it 2013 release.