Hybrid Advisory Model: The Future of wealth management lies in man-machine collaboration

The thought of Robots and Artificial intelligence eventually replacing us and taking our jobs is a frightful one for all of us. However, beyond this fearmongering, there’s the simple truth that  Artificial Intelligence is definitely much quicker than human beings at some tasks such as complex computations while humans are better at intuition.
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Author : Valuefy

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‘Mass Affluent’ Asians, the prime force shaping the Wealth Management industry

A 2018 report by data firm Wealth X that analyzes the state of Ultra Wealthy Individuals ( $30m or more in net worth) brought to light that Asia posted the greatest jump in the number of Ultra HNIs at 18.5% while their net wealth grew by 26.7% almost twice the rate seen in the United States.
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Author : Valuefy

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A Roadmap to digitize your Wealth Management practice

Traditional Wealth Management firms can vastly benefit from partnering with new Fintech kids on the block to digitize their offerings. A well-implemented partnership can bring with it a host of benefits including uplift in the bottom line, saved time, saved costs and an increase in customer penetration.
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Author : Valuefy

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