Wealth Management

Women over 40 now have a new favorite podcast to use as a vehicle for change with the launch of In the Suite, available on Apple Podcasts, iHeart Radio, Google Podcast, Spotify, Sticher, and Tune In + Alexa Founded by Tina Powell, CEO of C Suite Social Media, In the Suite is a podcast created to help close the gap that exists between men and women in the financial services and wealth management industry. In each episode, Host Tina Powell sits down with top female CEOs, founders, innovators, and business leaders to talk…

Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and advisors to quickly adopt and implement Docupace into their practices for greater and more efficient service offerings. With the Security and Exchange Commission (SEC)…

The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and progressively sophisticated financial technology (FinTech) solutions, according to a new report commissioned by Lufax and authored by Boston Consulting Group (BCG). The…

The Evolution Of Robo-Advisors One of the byproducts of the 2008 financial crisis was the appearance of the first-ever robo-advisors. Ten years later, robotic wealth management solutions have become the norm and every day, leading companies are introducing robo-advisors into the fold as consulting tools for customers. As the advisory market matures by incorporating sophisticated robo-advisors ready to cover a wide variety of customer needs, they have progressed far beyond the point of being simple tools, instead…