Tag: Technology

Trends in Wealth Management and Technologies in 2017

We grabbed Stuart Holdsworth to talk briefly about some of the big picture technology related trends in wealth management that he anticipates for 2017.

The new era of regtech is here

Great developments going on in the Australian government and regulator in recognising the role of regtech in financial services moving forward, as the Treasurer announced recently (see article below). My view is that regtech is the new domain which is requiring a blending and synthesis so many key subjects all at the same time, whether…
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Portfolio Management Technology Ripe for Disruption

With the industry under intense margin pressure, not only is it being increasingly recognised that technology companies must get more efficient in their delivery, but also they must think much about the costs in terms of human resources for client firms to operate that technology. Most advisory firms, particularly independent RIAs, spend the greatest percentage…
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