Valuefy blog2- Jan - Demystifying Investment Technology: Wealth Tech drivers of 2019
Valuefy blog2- Jan - Demystifying Investment Technology: Wealth Tech drivers of 2019

Demystifying Investment Technology: Wealth Tech drivers of 2019

Wealth Management is becoming more consumer-friendly, affordable and accessible than ever before. As the serviceable demographic of the Wealth Management industry changes to Millenials who are coming of age in terms of their investing prime, there is a need to shift the methods and technologies in the space to accommodate their tastes and preferences.

Read More “Demystifying Investment Technology: Wealth Tech drivers of 2019”

We deliver news to your inbox

Millenial Investor

The Millennial Investor: Once bitten, twice shy!

Millennials are markedly different in their approach to investing than Baby boomers (Generation X), for one, they grew up and lived their most impressionable years during the great depression and saw the brunt of the housing crisis at its peak. They have also lived through the dot-com bubble and many see the markets as rigged in favour of the big guns.

Read More “The Millennial Investor: Once bitten, twice shy!”

We deliver news to your inbox

Valuefy-Blog-Advisor's Dilemma

The advisor’s dilemma – The tightrope of immediate expectations and future goals

The relationship between Wealth advisors and their clients is similar to that of a parent and a child. The client (read child) in this relationship is always tempted by the lure of quick returns and a focus on immediate expectations.

It may be the latest Crypto investment that catches the client’s fancy, or a new mutual fund with very high returns in the last year, or even a stock tip suggested by a peer. However, the advisor (parent) has to step in as the voice of reason at such times. The advisor has to help them meet their long-term financial goals while still giving them adequate short-term returns to keep them invested.

Read More “The advisor’s dilemma – The tightrope of immediate expectations and future goals”

We deliver news to your inbox