"Edward Jones found in a survey of 1,242 investors…[that ] 95% of respondents believe it’s important that their advisor uses the latest available technology when advising them, the company found."http://ow.ly/ qPnq50DWkA1#fintech #wealthtech Financial Advisor IQ
"...firms are 'going to need to find ways to modernize their platforms and mutualize their investments, their innovation' and 'build scale — and I think you’re going to start to see a much greater focus on integration and the ability to sort of have an advisor or a client app store so that they can...
"In the past six months alone, FinMason analyzed 10 million portfolios – as many as they had in the full year prior… https://t.co/e0lFQV6pMz
"This year we found that ethical and sustainable funds have been among the best performers, with nearly a fifth of all the ethical and sustainable funds that were eligible achieving the highest possible five-Crown rating."http://ow.ly/ L8ow50DO3A8#ESG #fintech #wealthtech
"Broadridge's Next-Gen Technology Adoption Survey indicated that firms also reported a range of strategic benefits from prior investments in emerging technologies, including accelerated time to market, better decision-making and improved risk management."https:// www.prnewswire.c om/ news-releases/ ...
"The Aite report finds that financial institutions 'that provide complete and far-reaching ESG offerings will come… https://t.co/nhn8l0ULbn
"The future is all about catering to the changing consumer. Personalization is the future of the wealth management… https://t.co/HZPLAkmb5f
"Developer reliance on #APIs continues to increase:Developer reliance on APIs accelerated during the pandemic and w… https://t.co/x8stEa58mw
"When an anxious client calls about market activity, an advisor can act as a calming influence by modeling the clie… https://t.co/OkAjifwgWC
"Last summer we saw many of the large financial institutions delay projects as they scrambled to get their footing… https://t.co/4Mu7bUnKnL
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