Robo-Advisors: A Millennial’s Perspective

By Sarah Mardiney on April 7, 2016
A Millennial’s Perspective

Every passing year marks the introduction of a technological advancement which affords some new form of progressive automation. Members of the millennial generation, like myself, are no strangers to the integration of robotic technology in daily…

Financial Services Firms Need to Find Their Own ‘Digital Ninjas’

By David Prosser on March 1, 2016

It is a paradox. Financial services is a digital business: its customer base – and the assets of these customers – are held and maintained almost entirely in digital form. The industry, moreover, is desperate to…

High Touch to High Tech: US World Wealth Report Confirms Need for Industry Shift

By Suzanne McGee on December 31, 2015

The traditional marketing pitch of a wealth management company seeking to win the business or retain the allegiance of a wealthy U.S. client has tended to sound something like this. We’ll sit down with you and…

Winning Over the Millennials: Four Big Myths Debunked

By Hannah Smith on September 3, 2015

Move over Baby Boomers, it’s time for a new wave of investors to shape the future of the asset management industry: the Millennials. Who are they? The term refers to people born between the early 1980s…

2 Truths and 1 Lie: Millennials and Financial Services

By Cami Crawford on March 5, 2015

The Millennial generation — those with birth years ranging from the early 1980s to the early 2000s — have raised some controversy for a number of reasons. There are certain assumptions, some of them misperceptions, about…

Banks Need to Adapt to Innovating for Millennials

By Michelle Zhang on September 9, 2014

Millennials are a generation used to disruption. They’ve grown up experiencing constant, groundbreaking innovation. For them, the world changes at a rapid pace. Most are excited by technology developments and actively seek out change in their…