thewealthnet     About Us    |    FAQs    |    Contact Us
 
  Search
 
     
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Sun 30th Aug 2015  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
    
Wealth Technology
 
1   2   3   4   5   6   7   8   Next
Social media and wealth management – we want to hear from you 18/08/2015
Take part in the third annual PAM Insight social media survey.

Credit Suisse trials new iPad app 14/08/2015

The day of the robo adviser/manager may have arrived 07/08/2015

Brewin Dolphin launches direct service 27/07/2015
Brewin Dolphin has launched a direct-to-client service which aims to provide users with more autonomy in their investment choices.

Even the older wealthy are getting turned on by digital advisory - Accenture 22/07/2015
High-net-worth investors have become avid users of digital technology for managing their finances and, despite often being older than the average investor, are just as likely as younger investors to demand digital wealth-management services, according to a Europe-wide survey by Accenture.

Video chatting to advisers catches on among the rich 22/07/2015
Almost two-thirds of wealthy investors under the age of 49 would use video-chat technology to talk to their financial advisor, new research suggests

Ada King - the voice of wealth management IT: Should we be afraid of the Daleks? 17/07/2015
The danger of the past was that men became slaves. The danger of the future is that man may become robots - Erich Fromm

St James's Place updates reporting methods 03/07/2015

EXCLUSIVE: Do not ignore social media or that your advisers are already using it, Abhay Rajaram of Hearsay Social, warns diners at the PAM Annual Marketing Dinner 24/06/2015
Wealth managers are in danger of “digital Darwinism” as clients’ acceptance of social media outpaces firms’ adoption of it due to compliance concerns, Abhay Rajaram, vice president of customer success at Hearsay Social, told diners at the PAM Annual Marketing Dinner. Another danger is that individuals within the firm have already accepted these channels.

Winners and finalists outline shortcomings and strategies for success at the inaugural PAM Awards Roadshow 22/06/2015
Long-term goals, award-winning strategies and contrary market forecasts were just some of the topics under discussion when a trio of winners and finalists from this year’s PAM Awards addressed an audience of private client practitioners at the inaugural PAM Awards Roadshow last week (15/06/2015).

 
1   2   3   4   5   6   7   8   Next
 
 
    Latest Headlines:    by Topic | All News
 
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved