The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.
July 11
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The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.
July 11
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Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11
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Kapin Vora, Moderator, Partner, Capco, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11
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Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 11
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Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
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The departure of thousands of brokers may free firms to pivot to different business models, an expert says.
July 10
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The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10
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New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
