Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)

Salone del Risparmio 2016

Bella esperienza, il Salone del Risparmio 2016, e fruttuosa collaborazione con CheBanca! nella realizzazione del suo nuovo Yellow Advice, che si basa sui servizi forniti dai nostri Conectus e Advice. Continue reading “Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)”

Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational

Robo… hand-visory

In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future of Wealth Management will be is that robo-advisors have a role, but not as relevant as hybrid advisory. Continue reading “Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational”

Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps

Advisory

The report Transforming Your Business Through Advisor Technologies from Celent Research draws some interesting conclusions about where companies will invest with regards to technology in the near future.

Continue reading “Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps”