Oggi ha inizio l’edizione 2016 del Salone del Risparmio, evento fondamentale per il mondo italiano della finanza e del FinTech. Continue reading “Come cambiano il risparmio e i risparmiatori: tutti al Salone per scoprirlo”
Il Salone del Risparmio edizione 2016 si terrà presso Milano Congressi (MiCo) in via Gattamelata 5 (Gate 14, ala nord) da mercoledì 6 a venerdì 8 aprile. Continue reading “Senza risparmio, per il Salone”
The European Commission sent all of us on a new mission with the MiFID 2 regulation: a transparency mission. Everything has to be, or at least should, transparent to the investor. Above all, costs. Continue reading “Total Cost of Ownership and the Rolling Twelve Months”
Immediately after a very well received speech at Private Banker in Luxembourg, our Chief Business Development Office Peter Schramme went the extra mile and accepted to answer some more questions from us. Continue reading “The Advantages of a Loosely Coupled Digital Engagement Platform”
Common Reporting Standard (CRS) è il nuovo standard globale per lo scambio automatico di informazioni finanziarie tra le autorità fiscali di vari Paesi di tutto il mondo, o quasi. Al momento sono 95 le nazioni che hanno aderito.
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”