FX Insider - Daily Forex News’ Post

Despite ETPs simplifying access to digital assets for many investors, regulatory barriers remain a challenge for certain investor groups. Learn what's holding back some investors from investing in digital assets in our comprehensive April 2024 Fund Manager Survey. Read the full report for in-depth insights: https://lnkd.in/e6tyrfRh

"According to Cerulli's State of US Wealth Management Technology 2024 Report, advisor practices that are more extensively incorporating the use of technology within their practice are growing at faster rates than practices that are not." In The Wealth Mosaic's US WealthTech Landscape Report, Kerry Ryan, Seismic Sr. Director of Financial Services Industry Marketing, shares why enablement technology is the missing link for wealth management firms looking to better support both advisors and clients. Read more:

"According to Cerulli's State of US Wealth Management Technology 2024 Report, advisor practices that are more extensively incorporating the use of technology within their practice are growing at faster rates than practices that are not." In The Wealth Mosaic's US WealthTech Landscape Report, Kerry Ryan, Seismic Sr. Director of Financial Services Industry Marketing, shares why enablement technology is the missing link for wealth management firms looking to better support both advisors and clients. Read more:

Despite the clear benefits of investment technology, adoption remains relatively low. While barriers like cost and complexity persist, experts highlight the risks of inaction, inefficiencies, and the inability to manage risk effectively. To react to a rapidly evolving financial landscape, treasurers must lead by example and embrace new technologies so that they can optimise liquidity and efficiently manage their portfolios. Find out more in this report: https://lnkd.in/esy7WS5y Northern Trust Asset Management #treasury #treasurytech #investmenttech

According to a recent report from Preqin, alternative assets are projected to surpass $30 trillion in global AUM by 2030. With investors seeking diversification and alpha from different sources, alternative investments are contributing to reallocating portfolios worldwide. Are you exploring whether alternative investments may align with your financial goals? Learn how Alto’s platform provides access to alternative assets and helps find investments to match your goals -> https://hubs.la/Q02-2pKZ0

💸 $72 trillion is about to change hands — are wealth managers ready? In the next 20 years, Millennials and Gen Z will inherit a staggering $72 trillion.  Here’s the catch: 87% of them plan to switch financial advisors unless firms meet their digital expectations. For legacy wealth management firms, the message is loud and clear: evolve or risk irrelevance.📉 By integrating financial services seamlessly into digital ecosystems, brokers and wealth management firms can meet these tech-savvy customers where they are and future-proof their business. 🔍 How can your wealth managers harness embedded finance to stay ahead of the curve? 🔭 Find out in our latest blog post! https://lnkd.in/e2Hh-Kj8 Andreas Simonsen, MBA | Baha Jamous | Konstantin Kavvadias CFA CAIA FRM | Jorge Reinoso | Joerg Abrolat | Riccardo Colnaghi | Moira Assmann | Sarah Abdelrahman | Ramona Simion-Scheindt (she/her) | Ansgar Finken | Matteo Nigro | Edina Seibel | Conor Gale #EmbeddedFinance #Neobrokers #Fintech #WealthManagement

📈 Passive investment is becoming more and more popular among the industry. 💼 To be efficient and in line with their strategy, financial professionals must be able to rely on consistent, timely and undisputable benchmarks. 🎙️ We are thrilled to have @Dr. Christian Bahr, Head Index Services at SIX participate in an expert panel organized by Friends of Funds to discuss the dynamics and challenges underlying index-based investments. ➡️ Discover the event here: https://six.swiss/4gwYlxc @FriendsOfFunds #AssetManagement #SIXIndices #MakingADifferenceWithData

According to YCharts, clients want more frequent communication from their advisors. The post-pandemic period has been marked by a sharp reduction of in-person meetings, the cornerstone of most advisors’ relationships with their clients. At the same time, expectations for 24/7 access to information continue to grow. What steps are you taking to cater to your clients' increasing demand for frequent and easily accessible insights from you? Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02BzwqR0 #clientservicing #advisors #technology #advisortech #fintech #research #investment

According to YCharts, clients want more frequent communication from their advisors. The post-pandemic period has been marked by a sharp reduction of in-person meetings, the cornerstone of most advisors’ relationships with their clients. At the same time, expectations for 24/7 access to information continue to grow. What steps are you taking to cater to your clients' increasing demand for frequent and easily accessible insights from you? Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02pZy570 #clientservicing #advisors #technology #advisortech #fintech #research #investment

According to YCharts, clients want more frequent communication from their advisors. The post-pandemic period has been marked by a sharp reduction of in-person meetings, the cornerstone of most advisors’ relationships with their clients. At the same time, expectations for 24/7 access to information continue to grow. What steps are you taking to cater to your clients' increasing demand for frequent and easily accessible insights from you? Download, “Trend #2: Advisors are Struggling to Service More Clients Profitably” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNGGc0 #clientservicing #advisors #technology #advisortech #fintech #research #investment