AI in financial decision making is emerging as the path forward. But the real opportunity lies in knowing how and where to ...

David Winslow, CFP, managing director, Wealth Management, Choreo, discusses why building relationship-based advice platforms ...

There are many ways to get free financial advice from a variety of sources. It may be possible to see a financial advisor for ...

Scale and the Human Touch Across the advisory industry, the rise of the hybrid model shows that both pure-play robo advisers and established asset managers are exploring these questions. Many ...

The trend toward concierge services reflects a broader shift toward personalization and lifestyle integration. Wealth management is no longer just about managing assets; it’s about managing lives.

This is an excerpt from Finextra's Research report ' The Future of Wealth Management 2022,' and is available for download via Finextra Research. Hyper-personalisation has always been an important ...

In the real estate asset management services business, nonrecurring fees range between 0.20% and 0.50% and recurring fees range from 0.30% to 0.60% and are charged for advisory services, letting ...