Wealth Management Solutions

Friday, 24 January 2014 00:00

Being average is officially over

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To our team!

We are now living in a hyper connected world where superior technology knowledge is key to success and essential to remain competitive in the marketplace. Businesses require new imaginative ways to compete, acquire new talents and clients. This starts with recognition that our employees are our best assets and to initiate a plan to motivate each person to think ‘out of the box’ or innovatively. Innovation is such an important factor that a few companies have introduced the position of Chief Innovation Officer within their firms in order to change the old mindset of business as usual.

Saturday, 21 December 2013 00:00

Social Networking for Financial Institutions

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webBroker iN-Touch™ is a Marketware concept introduced in 2011 that offers a way to meet customers and prospects where they spend their time; on their mobile devices, (desktop or the web). iN-Touch advances the vision of “anytime, anywhere” financial services.

Friday, 06 December 2013 00:00

Can the next Silicon Valley come out of Beijing?

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Beijing; China, has already produced fast-growing tech companies, like Tencent, Baidu, LightInTheBox and, smartphone maker Xiaomi. Beijing has a great concentration of wealth and as of date sixty eight institutions of higher learning, including China’s best computer science departments. These firms have a clear understanding of the Chinese market and are able to steer through policies that have made it difficult for some U.S. firms to do business.

Tuesday, 03 December 2013 00:00

Financial Advisors and ‘the personal touch…”

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The human contact may be the most important interaction between financial advisors and clients; yet the “personal touch” is increasingly downplayed. Financial advisory clients are increasingly turning to social media to streamline, and even help manage their investment portfolios. In a recent Accenture study of 400 U.S. financial advisors, 48% of advisors reported that they use social media to interact with investors on a daily basis; while 50% say they have “successfully used social media to convert prospects into clients.” While the benefits of using social media cannot be disputed; at the same time, clients are also looking for “personal communication”. The challenge is for Advisors to exploit the advantages of social media while making sure that the “personal communication” with clients is not ruled out completely.

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.