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....
What made financial headlines over the weekend?
Moves to overweight equities and fixed income
The Big Interview: Focus on ethical investment
View from the front row
'No control or oversight'