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Robo-advice splits wealth management industry - survey 24/11/2015

PAM Digital Forum 2015 VIDEO 20/11/2015

Client-centric digital strategies are not providing client satisfaction, PAM Digital Survey reveals 19/11/2015
The UK’s wealth management sector is developing its digital strategies with clients as the main driver and beneficiary but it still has some way to go as it also believes client satisfaction levels with current digital offerings are low.

Nutmeg hit by data mix up 13/11/2015

Whatever next? The robo-private office (with help from an established private office) 12/11/2015
Digital technologies tend to be highly scaleable so it should come as no surprise to find that there is at least one firm that intends to expand the robo-manager/adviser concept, which has so far tended to focus on the mass affluent, to encapsulate the upper echelons of the market, including the “family office”.

UBS's Jamie Broderick on reaching Wealth Management version 2.0 09/11/2015
The future of wealth management lies as much in the “soft” stuff as in technological advances, and for its role in moving the industry forward the regulator should be thanked.

Wealth management in the digital age – hear from EY, Nutmeg, Wealth Dynamix and Deutsche Bank 06/11/2015
PAM Insight has launched its first digital survey and forum.

Wealth management sector and the digital revolution – we want to hear from you 29/10/2015
PAM Insight has launched its first digital survey and forum.

Video: PAM Insight's Social Media Forum 2015 26/10/2015
Watch panelists discuss the rise of social media among client-facing staff at PAM Insight's third annual Social Media Forum.

EXCLUSIVE: Social media usage shifting towards client facing staff, PAM Insight Social Media Survey 2015 reveals 16/10/2015
The wealth management sector’s use of social media is evolving, the third annual PAM Insight Social Media Survey reveals. Marketing departments currently dominate the use of social media at firms, but there are signs firms are starting to shift towards having client facing staff active on social media.

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