The Evolution of Regtech Towards Intelligent Agents

By | February 20th, 2017|Business Model Considerations|0 Comments

RegTech : Helping Compliance Go From ‘Policeman’ to ‘Coach’

A really fascinating and insightful session at the ASIC RegTech round table earlier this week in Sydney, Australia. One key thing I took away from the session is that in many peoples eyes, Regtech is part of the genesis of the next generation of financial services operating models with benefits not only in reducing the [...]

By | February 10th, 2017|Being In Business of Wealth Management|0 Comments

The Regtech Revolution: Compliance and Wealth Management in 2017

By | February 3rd, 2017|Business Model Considerations|0 Comments

Voices 2017 in wealth management: Top trends in the coming year for financial planners

Some good perspective in this article that I suspect will become increasingly relevant throughout the year as the consumer and regulatory tightening on the industry takes increased effect.  

By | February 3rd, 2017|Being In Business of Wealth Management|0 Comments