AI Will Give Rise To FinTech 2.0 And Longevity Banks
Longevity Banks and FinTech 2.0 services will attract people 60+ who want to optimize their wealthspan.
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Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management
The companies have introduced seven new model portfolios that optimize the advantages of both active and passive fund management.
The head of Merrill Lynch says the firm has zero interest in buying a robo-adviser as wealth-tech startup launches are plummeting
Sieg said the unit is focused on investing in Merrill's existing technology, which includes its own self-directed investing tool.
Planning for wealth management in 2030
Demographic changes and the emergence of new competition for wealth advice are set to dramatically alter advisory practices.
