Technology / Social Media

  • Wealth Management Apps Essential To Attracting And Retaining Younger Investors
    Wealth Management Apps Essential To Attracting And Retaining Younger Investors

    J.P. Morgan Wealth Management ranks highest in wealth management digital experience satisfaction

    Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client experience.
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  • Asset Managers Turn To Outsourcing Providers For Operating Model Sustainability
    Asset Managers Turn To Outsourcing Providers For Operating Model Sustainability

    Cost considerations and sustainability are driving managers to explore new operating models

    As asset management firms confront mounting fee pressure, increased regulation, and fundamental factors that interrupt long-term sustainability, they are increasingly outsourcing operational functions.
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  • What Is Bitcoin?
    What Is Bitcoin?

    Investing in cryptocurrencies like bitcoin has become increasingly popular, but it involves risks and is not for everyone

    Investing in cryptocurrencies like bitcoin has become increasingly popular, but it involves risks and is not for everyone A new report from Fidelity details how the largest cryptocurrency works, along with the key risks to understand. Reprinted with permission. From dramatic news headlines to wild ups and downs in prices, you can’t go far these…
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  • Have A Holly Jolly Scam Free Christmas
    Have A Holly Jolly Scam Free Christmas

    Keep your kids' holidays wish lists safe from scammers this holiday season

    Every year, there are always a few “must-have” toys on most kids’ holiday wish lists. The hot toy sells out fast and becomes expensive and hard to find. Scammers are using the toys' popularity to trick parents out of their money.
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  • As the Stock Market Sinks, Is Investing In Cryptocurrency A Boom Or A Bust?
    As the Stock Market Sinks, Is Investing In Cryptocurrency A Boom Or A Bust?

    Wealth manager Josh Peck believes the question isn't should I invest in crypto or not. But rather, how much should I invest in crypto?

    In September of this year, the S&P 500 closed at its lowest level in 2022, and the Dow Jones Industrial Average officially entered a bear market. This has left stockholders wondering how long it will be until we get out of the woods. As a result, many investors have turned their attention to alternative assets…
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  • Goldman Sachs, MSCI, And Coin Metrics Collaborate To Introduce Datonomy, A Taxonomy Of Digital Assets
    Goldman Sachs, MSCI, And Coin Metrics Collaborate To Introduce Datonomy, A Taxonomy Of Digital Assets

    The new framework for digital assets classification is designed to provide investors, service providers, developers, and researchers a way to help monitor market trends, analyze portfolio risk and returns, and help build new products

    Today, Goldman Sachs, MSCI, and Coin Metrics announced the launch of datonomy, a new classification system for the digital assets market. Delivered as a new data service, datonomy classifies coins and tokens based on how they are used.
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  • Largest Asset Managers Dominate In Advisor Digital Experience
    Largest Asset Managers Dominate In Advisor Digital Experience

    Asset managers who provide an exceptional digital experience for advisors drive significantly higher likelihood of increased investment

    Asset management websites have officially replaced wholesalers and legacy relationships as the primary drivers of engagement with investment advisors. While that’s good news for some of the biggest brands, according to the J.D. Power 2022 U.S. Advisor Online Experience Study.
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  • Retirement Resources And The Generational Gap
    Retirement Resources And The Generational Gap

    Millennials and Gen Z take advantage of broader range of retirement resources than previous generations

    Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retirement Plan Services.
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  • Market Volatility Drives Demand For Financial Planning Services
    Market Volatility Drives Demand For Financial Planning Services

    Effective communication and technology solutions are key to client retention and growth

    In volatile markets, investors—particularly those experiencing it for the first time—look to their advisors for guidance. Advisors can seize upon this opportunity to engage existing clients and gain new ones by offering financial planning services, using effective communication strategies, and implementing financial planning software, according to the latest Cerulli Edge—U.S. Asset and Wealth Management Edition.
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  • Private Investors Take Refuge In Private Equity As They Seek Inflation Hedge, Net Yield And Lower Volatility
    Private Investors Take Refuge In Private Equity As They Seek Inflation Hedge, Net Yield And Lower Volatility

    Increased demand reflects investors’ strong desire to hedge inflation, search for yield and mitigate highly volatile stock markets in times of economic uncertainty

    Moonfare, the leading global digital private equity platform, increased its assets under management by almost 90% in the year to end September 2022 to €2.18 billion, as individual investors flock to the asset class amid turbulent public markets.
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  • Today’s No-Normal Retirement Journey: Mapping The Path To Retirement
    Today’s No-Normal Retirement Journey: Mapping The Path To Retirement

    Twenty-nine leading retirement, finance, health, and aging experts contribute to development of new Retirement Journey Map to Help People planning for and living in retirement

    Americans planning for retirement face once-in-a-generation challenges presented by today’s persistent high inflation, market volatility, economic uncertainty, and pandemic-related health care concerns. This amidst a wave of Baby Boomers retiring—10,000 a day and accelerating—that will peak in 2024 when the U.S. will have more 65-year-olds than ever in its history.
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  • IDShield Reveals The Top Digital Mistakes That Lead To Identity Theft
    IDShield Reveals The Top Digital Mistakes That Lead To Identity Theft

    The cybersecurity leader uncovered new data on the top digital behaviors that leave consumers vulnerable to cyberattacks

    In recognizing the effort of Cybersecurity Awareness Month, identity protection provider IDShield unveils new data on consumer digital behaviors that increase the risk for cyberattacks.
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  • Customer Experience Takes Center Stage At European Firms
    Customer Experience Takes Center Stage At European Firms

    Enterprises seek new contact center technologies and services to meet growing expectations and rising stakes for company reputation

    Enterprises across Europe and the U.K. are quickly adopting new contact center technologies and services in response to dramatic changes in customer experience (CX) demands over the last 24 months, according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a leading global technology research and advisory firm.
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