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TheFutureOfAssetMgt

@Future_Assetmgt

Learn more about the future and digital transformation of Asset and Wealth Management #assetmanagement #wealthmanagement #wealthtech

 Benelux
Joined November 2017
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The Rise of Digital Wallets and Contactless Payment Solutions financemagnates.com/fintech/… #wealthtech #regtech
The Rise of Digital Wallets and Contactless Payment Solutions

The Rise of Digital Wallets and Contactless Payment Solutions

The method we make payments has undergone tremendous change in recent years. T

financemagnates.com
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11 Midweek Must Reads for Real Estate Investors (July 12, 2023) wealthmanagement.com/cre-wir… #wealthtech #regtech
11 Midweek Must Reads for Real Estate Investors (July 12, 2023)

11 Midweek Must Reads for Real Estate Investors (July 12, 2023)

Commercial Observer looks at the details of giving back an underwater commercial building back to the lender. The CLO market looks primed for a reset, reported Bloomberg. These are among today’s must...

wealthmanagement.com
83
Report: Avantax Eyeing Potential Sale wealthmanagement.com/industr… #wealthtech #regtech
Report: Avantax Eyeing Potential Sale

Report: Avantax Eyeing Potential Sale

Avantax has engaged a financial advisor to see if there’s interest from potential buyers, but the firm may not end up selling.

wealthmanagement.com
78
A Tech Company's Perspective on How AI Will Impact Commercial Real Estate wealthmanagement.com/proptec… #wealthtech #regtech
A Tech Company's Perspective on How AI Will Impact Commercial Real Estate

A Tech Company's Perspective on How AI Will Impact Commercial Real Estate

AI is here to stay and has the potential to radically transform how commercial real estate stakeholders operate and transact.

wealthmanagement.com
46
The 2023 Firm Growth Survey Report wealthmanagement.com/practic… #wealthtech #regtech
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FINRA Bars Illinois Broker For Not Disclosing Private Securities Transactions to B/D wealthmanagement.com/regulat… #wealthtech #regtech
FINRA Bars Illinois Broker for Not Disclosing Private Securities Transactions to B/D

FINRA Bars Illinois Broker for Not Disclosing Private Securities Transactions to B/D

David Geake solicited an elderly couple to pledge securities as collateral for a bank loan to support a startup the rep had invested in, but the couple allegedly lost their money when the company...

wealthmanagement.com
31
Raymond James to Pay $12.5M for 'Unreasonable' Commission Charges wealthmanagement.com/regulat… #wealthtech #regtech
Raymond James to Pay $12.5M for 'Unreasonable' Commission Charges

Raymond James to Pay $12.5M for 'Unreasonable' Commission Charges

State regulators claim Raymond James charged customers a a $75 minimum commission charge, regardless of the size of the transaction.

wealthmanagement.com
24
The Extreme Cost of Active Management wealthmanagement.com/mutual-… #wealthtech #regtech
The Extreme Cost of Active Management

The Extreme Cost of Active Management

Active investors are engaging in a massive transfer of wealth—from their own wallets into those of active managers.

wealthmanagement.com
21
BlackRock Sees Model-Portfolio Investing Growing to $10T by 2028 bloomberg.com/news/articles/… #wealthtech #regtech
BlackRock Sees Model-Portfolio Investing Growing to $10 Trillion by 2028

BlackRock Sees Model-Portfolio Investing Growing to $10 Trillion by 2028

BlackRock Inc. expects the model-portfolio realm of money management to grow to a $10-trillion business over the next five years.

bloomberg.com
29
BofA to Pay $250M Over Extra Fees, Unauthorized Cards bloomberg.com/news/articles/… #wealthtech #regtech
Bank of America to Pay $250 Million to Settle US ‘Junk Fee’ Case

Bank of America to Pay $250 Million to Settle US ‘Junk Fee’ Case

Bank of America Corp. agreed to pay $150 million in fines and $100 million to customers for improperly charging extra fees, withholding rewards and opening unauthorized credit-card accounts, US...

bloomberg.com
49
Helios Introduces Custom Sleeving Capabilities wealthmanagement.com/technol… #wealthtech #regtech
Helios Introduces Custom Sleeving Capabilities

Helios Introduces Custom Sleeving Capabilities

Advisors now have the ability to customize the firm’s model portfolios to reflect their or their clients’ personal preferences.

wealthmanagement.com
30
RIA Edge Podcast: Halbert Hargrove’s JC Abusaid on Building the ‘RIA of Choice’ wealthmanagement.com/ria-edg… #wealthtech #regtech

RIA Edge Podcast: Halbert Hargrove’s JC Abusaid on Building the ‘RIA of Choice’

JC Abusaid provides a roadmap for other RIA firms to learn from and follow as they look to expand their talent base.

wealthmanagement.com
24
Fintech Trends Impacting Small Businesses in 2023 financemagnates.com/fintech/… #wealthtech #regtech
Fintech Trends Impacting Small Businesses in 2023

Fintech Trends Impacting Small Businesses in 2023

We've seen a huge shift in the way people pay for goods and services.

financemagnates.com
1
48
The Rise of Subscription-Based Payment Models and Its Implications for Businesses financemagnates.com/fintech/… #wealthtech #regtech
The Rise of Subscription-Based Payment Models and Its Implications for Businesses

The Rise of Subscription-Based Payment Models and Its Implications for Businesses

We've seen a huge shift in the way people pay for goods and services.

financemagnates.com
17
SMArtX To Launch Free Managed Account Platform wealthmanagement.com/technol… #wealthtech #regtech
SMArtX To Launch Free Managed Account Platform

SMArtX To Launch Free Managed Account Platform

SMArtY is meant to appeal to advisors who want to use models yet do not have access to sophisticated SMArtX UMA technology.

wealthmanagement.com
1
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Cornerstone Estimates Revenue Jump in H1 2023 of 89% financemagnates.com/fintech/… #wealthtech #regtech
Cornerstone Estimates Revenue Jump of 89% in H1 2023

Cornerstone Estimates Revenue Jump of 89% in H1 2023

Cornerstone FS Plc (AIM: CSFS ), a London-based FX and payments company, has announced an estimated total revenue of £3.6 million for H1 2023.

financemagnates.com
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How Artificial Intelligence is Revolutionizing Personal Finance financemagnates.com/fintech/… #wealthtech #regtech
How Artificial Intelligence is Revolutionizing Personal Finance

How Artificial Intelligence is Revolutionizing Personal Finance

Artificial intelligence (AI) has altered many industries, including personal finance.

financemagnates.com
1
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The Challenges and Opportunities of Data Privacy and Security in the Fintech Ecosystem financemagnates.com/fintech/… #wealthtech #regtech

The Challenges and Opportunities of Data Privacy and Security in the Fintech Ecosystem

As the fintech industry continues to transform the financial landscape, data privacy and security have become critical.

financemagnates.com
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Quarterly RIA Deal Volume Hits Lowest Level Since 2021 wealthmanagement.com/ria-new… #wealthtech #regtech
Quarterly RIA Deal Volume Hits Lowest Level Since 2021

Quarterly RIA Deal Volume Hits Lowest Level Since 2021

Yet, average assets per deal is on track to hit the second-highest level ever recorded by Echelon.

wealthmanagement.com
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Keeping It in the Family: Planning for the Vacation Home wealthmanagement.com/estate-… #wealthtech #regtech

Keeping It in the Family: Planning for the Vacation Home

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

wealthmanagement.com
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