mckinsey - search results

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Fintech VC keeps truckin' and we have more MAJOR deals to review this week, every one, once again,...

As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

Greetings Fintech Friends! This week we explore the coming "interGENDERational wealth transfer", review the very real difference between Bitcoin futures ETFs and pure Bitcoin and report on yet another mega crypto funding round .... plus one more item on a personal note. Happy Anniversary this week to my partner in DWN and love of my lifetimes - Bill Taylor. So infinitely blessed!

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy.

For the global banking industry, the potential for economic recovery in the near term remains uncertain. The pandemic is set to pose a double-pronged problem for the industry in the months and years to come.