by Univeris Marketing | Aug 9, 2022 | Advisory Solutions, Digital, Wealth management trends
The use of technology is everywhere in the wealth management industry—and this brings us to our final topic in our three-part blog series on wealth-management trends. Today we’ll focus on digital innovation, whereas our first and second topics were on fee...
by Alison Ishimaru | Jul 23, 2022 | Advisory Solutions, Wealth management trends
Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...
by Alison Ishimaru | Jul 11, 2022 | Advisory Solutions, Hybrid Advisor, Wealth management trends
In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...
by Univeris Marketing | Jan 28, 2020 | Advisor experience, Automated investing services, Customer centricity, ETFs, Investor Experience, Robo Advisor, Wealth management trends
Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected growth, online investing is still missing as part of the overall offer...
