Here's the recent articles submitted by valuefy media
Articles By valuefy media
Here's Why You Need Hybrid Advisory For Investment Management
Submitted as: Sunny Singh
The introduction of Robo Advisory has received mixed reactions from wealth and investment managers.(read
entire article)
View : 108 Times
Category : General
5 Reasons Wealth Managers Need A Technology Partner
Submitted as: Sunny Singh
Maybe you are a veteran Wealth Manager, a rookie or somewhere in between. Being in the industry, you must have heard about the disruptive technologies that are changing the sector of Wealth Management.(read
entire article)
View : 110 Times
Category : Service
7 Wealth Management Mistakes You Shouldn't Make
Submitted as: Sunny Singh
Running a wealth management firm is not easy. When it comes to your clients, you are obliged to listen and comply with their wishes but having the required expertise, you understand the market much better than they do. Which is why, sometimes, you have to comply with a preposterous request.(read
entire article)
View : 105 Times
Category : Business
Is Robo-advisor A Good Investment Manager?
Submitted as: Sunny Singh
Are you thinking of integrating a robo advisory platform into your wealth management?
Maybe you have been considering a lot about it and want to know if it would be a worthy investment or maybe you have just heard about it and want to know more.(read
entire article)
View : 103 Times
Category : Business
Fuelled By Data – Wealth Management's Tech Transformation
Submitted as: Sunny Singh
Technologies like Big data and Artificial Intelligence are being adopted to create a high touch ecosystem in the Wealth Management space.(read
entire article)
View : 111 Times
Category : Business
How Ai Is Changing The Face Of Portfolio Management
Submitted as: Sunny Singh
Over the past decade, the Wealth Management industry has undergone a sea change.(read
entire article)
View : 100 Times
Category : Business
Why Your Friend Shouldn't Be Your Financial Adviser ?
Submitted as: Sunny Singh
In our times of need, we always turn to our friends for advice, whether it's life, relationships, careers or anything that's on our mind.(read
entire article)
View : 108 Times
Category : Business