Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
Digitalisation
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Hong Kong clients turn to investment apps
As they become the preferred digital option for younger generations of investors
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Affluent clients prefer alternative providers
Only 27% in APAC prefer to use traditional banks and building societies to manage investments
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The role of digital trust in wealth management
As we emerge from the global health crisis, how can advisers increase trust with their clients?
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Apac wealth clients hungry for digital tools
Pandemic was a catalyst for technology use and will lead to permanent changes in investors’ behaviour
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Advice firms warned over their lack of digital offering
Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch
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Is South Africa bracing for a fintech revolution?
Lack of financial literacy could pose a problem for the development of the sector
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The evolution of the wealth manager
Take technology on the journey but keep it out of the driver’s seat
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One in 10 advice firms do not have a website
Risk that lack of online presence could be a red flag for prospective clients
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US insurer offers digital interviews to clients
Advisers relieved they can avoid having ‘awkward conversations’ when arranging cover
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Some 76% of UK financial advisers expect tech advice model
Around the same number expect subscription fees to be introduced in the advice sector
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Tech helps wealth firms ‘place energy in right channels’
IFA solutions provider believes ‘anyone who hasn’t got a client portal system will be left by the wayside’