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Please note: Digital Wealth Insights will be unavailable between the hours of 10am - midday (UK time) on Saturday 23rd March 2019 while we carry out some site maintenance.
Apologies for any inconvenience this may cause. -
DigitalWealthInsights.com is a service that has been created for professionals who want to understand more about the digital wealth management (robo advice) market both in the UK and globally.
The service is not available to consumers or the media. If you are a journalist with a recognised publication/website and would like access please contact Matt Morris at Carr Consulting & Communications
To maintain the professional nature of the group we can only allow accounts from individuals' professional e-mail addresses.
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Highlights from In|Vest West 2018
- Why Personal Capital's hybrid advice model succeeds
- Financial Engines - the elephant in the room
- Fidato Wealth & Facet Wealth - a case study in migrating clients' who no longer fit the profile of a fiduciary firm
- MoneyLion - helping consumers better manage their money
- Littlefund - targeting generation alpha
- 8 minute demos from In|Vest West
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Empowering Advice Through Technology - 16 May, London
Financial Technology Research Centre and the Personal Finance Society are pleased to announce a new type of event to help advisers who wish to maximise the benefit technology can bring to their customers and businesses. This dedicated workshop day is designed to assist advisers implement technology in their businesses by helping them understand the key factors they should consider when selecting a range of different types of systems.
The event will comprise a series of plenary sessions exploring different areas it is essential for adviser firms to consider, combined with a series of “disturbance demos“ to show leading edge technology which can help transform adviser businesses. There will be an explicit focus on enhancing customer propositions. Advisers will vote for “Best in Show“ awards to be presented to the initiatives they believe can most help firms at the end of the day.
Tickets can be purchased via the Personal Finance Society's website by clicking in the image below
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UK digital wealth A-Z directory -
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Our latest WealthTech chart -
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UK digital wealth ecosystem -
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Come and join us for a day-long workshop designed to assist advisers implement technology in their businesses.
The day will consist of eight plenary sessions exploring different areas that are essential for adviser firms to consider when deploying technology in their firms, combined with eight “disturbance demos” showcasing leading edge technology which can help transform their businesses.
This is a practical day for those who want to drive real change in their firms and take action. Click on the picture above to visit the event website and register.
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Insight Reports
Our insight reports provide extensive analysis of key industry issues. Current studies include:
Making Savings Affordable - a report which addresses the impact of AE contribution increases (April 2018 & April 2019) will have on a consumers disposable income and the knock-on effects this will have to the UK savings market
How Technology Becomes Core to Advice - a detailed look at the core role technology plays in ensuring that your organisation will survive the automated advice revolution
Digital Wealth Insights - an overview of leading players in the emerging Digital Wealth & automated advice markets
Personal Financial Management: how to fix the UK's broken relationship with savings - a look at the implications of Open Banking & other emerging technologies which can be used to help consumers' take better financial decisions and save more
Please click on the links above or contact us for more information.
- Tweets by DWI
