Financial Services Trends

Financial Services Trends to Watch in 2016: #FinTech & Robo-Advisor Disruption

It is safe to say that the FinTech revolution is happening. FinTech, put simply, is financial technology. It refers to the technology that is becoming increasingly important in the world of financial services, and is beginning to disrupt…
The Evolving Role of the Wealth Manager [Infographic]

The Evolving Role of the Wealth Manager [Infographic]

According to this year’s World Wealth Report, released by Capgemini and RBC Wealth Manager, wealth managers and firms are facing a crossroads between adapting to technological change or sticking to the traditional way, forcing them to decide…