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”
Dal 2007 tutti gli operatori finanziari fanno compilare ai propri clienti un questionario per soddisfare il dettato della direttiva europea MiFID (direttiva sui mercati degli strumenti finanziari. La prossima entrata in vigore di MiFID II implica qualche modifica anche per il questionario. Continue reading “Il questionario MiFID II”
We are glad and proud for having implemented WebRTC in our Conectus product. Continue reading “Collaboration Is What We Really Aim for, not Only Integration”
The Web is changing and technologies are growing very fast. A real revolution started when Google Chrome entered the browser world, back in 2008. Continue reading “Clients now always connected to advisors via WebRTC”
Finovate Europe is the place where financial technology innovation is shown to an eager crowd each year. This years’ edition was in Februay 9-10, held as usual in London.
I gave an interview [warning: italian language!] some time ago about portfolio management and hybrid advisory in the future of financial planning. I want to add some further food for thought, via stream of consciousness. Continue reading “Hybrid Advisory Is Better”