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Marketing Wealth Management Services to Millennials

Millennials are disrupting just about everything, including wealth management. A recent Goldman Sachs report titled, “The Financial Brand,” stated that, by 2020, the total net worth of Millennials worldwide would double from 2015.

How Blockchain impacts the Financial Industry

Deploying blockchain technology to execute transactions in the financial industry may be an overhyped concept. Or is it? According to a Bain & Company Blog post, “Blockchain in Financial Markets” 80% of financial executives surveyed said that, “DLT will be…

Strategies for Attaining Client Referrals

The lifetime value of a client is much greater than the fees earned on any particular portfolio given that a satisfied client can dramatically help increase business through personal referrals. A 2014 study by Scorpio Partnership found “that advocacy will…

Big Tech and Wealth Management

To hear some of the financial prognosticators speak, you might think Apple, Amazon, Alibaba, Netflix, Google and other Big Tech firms were going to take over wealth management. It is true that their deep technical proficiencies and bandwidth would make…

The Rise of the Robo Advisor

Some of the first FinTech robo-advisory services were introduced by North American firms like Wealthfront, Betterment and Wealthsimple. These companies provide automated investment services and personalized advice to investors with smaller assets.