15 Dec Top 5 most read blogs of 2022
As a WealthTech leader and technology partner to more than 50% of Canada’s wealth management professionals, Croesus regularly publishes blog posts on industry issues and trends.
This blog is a wealth of information for financial advisors and portfolio managers who want to leverage technology to be more efficient, more effective and provide better service to their clients.
We’ve put together a top 5 of the most read articles of 2022.
5rd: How is FinTech changing wealth management?
Despite the pace of growth in the financial technology (FinTech) industry, recent studies show that investors still trust humans more than artificial intelligence when it comes to asset management, but their expectations continue to rise. It is therefore essential for financial services companies to harness the full potential of FinTech to provide consistently relevant human service.
4rd: Advisors: Perform in the new human-centric dynamic
The explosion of new FinTech solutions and the pandemic have completely transformed the banking industry. More than ever, investors need to develop a relationship of trust with their portfolio managers and financial advisors. Croesus discussed this topic with one of the most respected FinTech voices in the world, Paolo Sironi, who recently released his new book Banks and Fintech on Platform Economies: Contextual and Conscious Banking.
3rd: Portfolio Rebalancing: How to choose the right tool
Balancing multiple portfolios at scale without the proper tools can be challenging even on a good day. In the current environment of interest rate fluctuations, a tense geopolitical situation, and changing customer expectations, it can become a nightmare. So how does a firm choose the right tool?
2nd: Gain unique insights with performance contribution
Evaluating whether a portfolio is meeting expectations often involves a look at a portfolio’s performance over time – good old-fashioned rate of return (ROR). With the transparency initiatives brought about with Client Relationship Model ‒ Phase 2 (CRM2), clients now consistently receive a performance calculation at least once a year.
1st: Top 3 Tech Tool Features for (U)HNW management
When it comes to managing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) investors, the stakes are high. These investors have unique needs and goals but also require a superior client experience and much closer attention to detail. Here are some tips on what you should look for when seeking help from technology in order to succeed with high and ultra-high net worth clients.