by NextWealth | Dec 7, 2018 | Asset management, Consolidation, NextWealth News, Platforms, Robo Advice
Communities have the power to inspire new thinking and create change. As part of our effort to bring together thinkers and leaders in financial services, we built out the agenda for the first NextWealth Live conference, taking place on 26 March 2019 at the Royal...
by Heather Hopkins | Jan 18, 2018 | Financial Advice, Robo Advice
My first column from New Model Adviser on four shifts that will change the face of financial advice: Most investment planning will be done by algorithm Advisers will adopt digital tools to boost productivity Rise of flat fees Adviser fees will come down but the share...
by NextWealth | Jan 4, 2018 | Customer Expectation, Robo Advice
The title of this blog may be accused of clickbait but it underlines an important point: How will financial institutions engage with a new generation that takes the web, apps and algos for granted? Will financial advisors be swiped away to the left, like a spurned...