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The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021 35 MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers.
Dubai: Is it possible now to open a bank account in just four minutes flat? And that, too, without leaving your home? Quick answer: Yes. This greatly simplified process will be the “new normal”.
Picture this in your mind: a bank you never have to visit, queues you never have to wait in, and paperwork that’s no longer necessary. The world has changed, and people know it. This trend is accelerating.
Given the speed and convenience of social media, people now expect that same experience with their banks to transact in ways akin to a WhatsApp chat.
“The movement to, and now emphasis on, digital banking was already happening prior to the pandemic,” said Abdul Rahman Jaroudi, a UAE banker, told Gulf News.
THE Government has promised to level up parts of the country that have been left behind in recent years. A few weeks ago, it was announced that Teesside was to get a freeport, and the Treasury is to set up a Northern economic campus in Darlington, with hundreds of Government officials set to relocate. But levelling up isn t just about town and city centres and urban areas. For it to truly work, rural communities can t be overlooked. This includes a greener. more environmental outlook, and better connectivity. Adam Bedford of the NFU North East said: “In order to level up the whole area the farming communities must be included in the strategy.