Hybrid advice creates opportunities, but also client retention problems
Wealth management firms need to develop a ‘progression pathway’ from digital to human advice
Source: theglobeandmail.com
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Guardian Asset Management targets 6% growth by 2028
GUARDIAN Asset Management and Investment Services is anticipating a six-per cent market growth by 2028, recently appointed president Miguel Martinez told the Express in an interview at the company’s Westmoorings’
Source: trinidadexpress.com
The Best AI-Powered Apps to Save You Money
I'm not saying ChatGPT should be your financial advisor, but plenty of AI-driven apps can give your finances a boost.
Source: lifehacker.com
the Pros and Cons of robo-advisors
Robo-advisors simplify the investment process, but sometimes their cons outweigh the pros.
Source: lifehacker.com
Former Vanguard CEO McNabb joins venture capital firm Venrock to guide advisor fintech investments
Former Vanguard CEO NcNabb has joined venture capital firm Venrock to guide the firm's investments in advisor fintech.
Source: investmentnews.com