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”

Il questionario MiFID II

Questionario MiFID II

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”

If You Don’t Have a Digital Strategy, You Should Have

Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital engagement and strategies in the Wealth Management industry. Continue reading “If You Don’t Have a Digital Strategy, You Should Have”