Advances in medicine and technology, combined with other forces in society, are coalescing to propel average lifespans easily toward 100. Tracey Wilen asked delegates at the 69th CFA Institute Annual Conference to consider what that means for their career planning. For most people, it will mean having to build a revenue stream that funds their later years for at least 10–15 years longer than was the norm over the past several decades.
The global economy will never again experience the rapid growth rates seen prior to the financial crisis of 2007–2008, says economist Dambisa Moyo. Why? Because of technology and demographics.
To better understand whether fintech is really disruptive or merely sustaining to the investment management industry, Sviatoslav Rosov, CFA, spoke with Horace Dediu for some insight.
Based on recent earnings calls, the economy appears to be okay overall, says Scott Krisiloff, CFA, not deteriorating, but not robust either.
Make technology your friend.
Adopting some aspects of the robo-advisers’ technology may improve workflow for traditional wealth managers and improve client retention. From micro-IPOs to new applications for big data, evolving technology has the potential to transform wealth management.
Did you know there's an artificial intelligence (AI) that can decipher your age and how attractive you are?
Last year I reported on an interesting firm, Thinknum, and its innovative new business model. The company makes sophisticated financial models available to everyone on an open, distributed computing platform. It is one of a handful of firms at the cutting edge, and I felt it was time for a check in with Thinknum’s co-founders, Justin Zhen and Gregory Ugwi.
Being willing to spend money on innovative financial technology (fintech) is absolutely necessary for long-term revenue generation among wealth management firms.
The inevitable extinction of smartphones will impact the way you do business. Either you can be proactive and use the next generation of smart technology to your advantage, or you can play catch-up when the time comes.
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