In my opinion

In My Opinion

How COVID-19 accelerated the convergence of health and wealth

How COVID-19 accelerated the convergence of health and wealth

Nigel Brook-Walters, European head of wealth & advisory for SEI’s Asset Management Distribution team writes that as advisers consider a post-pandemic paradigm, they have begun to place a greater emphasis on the inherent connection between health and wealth. This focus parallels a tectonic shift in which individuals have progressively become more responsible for funding their own retirements. 

IN MY OPINION

Tackle it with technology

Tackle it with technology

David Wylie (pictured), Director of intelligent decisioning technology provider LendingMetrics, says that automated platforms need to be used more extensively by the wealth management sector if it is to fully comply with the growing volume of regulation…

IN MY OPINION

Why the success of model portfolios and the paradox of Schrodinger’s cat have a lot in common

Why the success of model portfolios and the paradox of Schrodinger’s cat have a lot in common

By Allan Lane, Algo-Chain – According to a recent article in the Wall Street Journal, the data provider Broadridge Financial Solutions estimates that model portfolios in the US held over USD4 trillion of assets as of September 2020, and to this we can safely add another USD1 trillion if we include the UK.