Financial text archiving – Wealth Managers keys to improve text message engagement with clients
By Pinchas Most wealth managers that capture and record mobile SMS they create and receive on a daily basis cite strict industry and legal requirements as the primary reason for doing so. In the process of complying with SEC and FINRA text archiving requirements,…
Hybrid robo-advisors will manage 10% of all investable assets by 2025
By MyPrivateBanking From Business Insider After the strong growth of the robo-advisory approach in recent years, promoted by numerous start-ups worldwide as well as sizeable number of early adopting wealth managers, a new ‘sub-species’ has emerged: the hybrid robo/personal contact…
