APIs, cloud-based tech and data analysis provide the opportunity to create a truly different wealth management experience that is more intuitive, interactive and insightful than anything on offer today, writes Mark Knowlton
The wealth management industry is on the brink of transformation, with changing investor demand, regulation and new technology sounding the death knell for giant, monolithic ‘one size fits all' platforms....
'Due to three factors'
Continuity beyond 2021
UK investors lost hundreds of thousands of pounds
Lifts advisers to seven
Income from advice fees down