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Accenture Capital Markets Blog

robo-advice

Posted on July 14th, 2017

Shifting towards the wealth platform of the future

As digital technologies continue to radically shift client and advisor expectations, firms...
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Shifting towards the wealth platform of the future
Posted on April 17th, 2017

Wealth management hybrid advice: What comes after the pilot?

I had the good fortune recently to participate in great conversations on the future of wealth...
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Wealth management hybrid advice: What comes after the pilot?
Posted on March 30th, 2017

The future of wealth advisory is an ampersand

Recent headlines around wealth management advisors pit humans versus robo-advisors. Clients...
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The future of wealth advisory is an ampersand
Posted on February 24th, 2017

How traditional firms are playing in the robo-advice space

New entrants have been getting all the attention, but it’s the robo-advice capabilities being...
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How traditional firms are playing in the robo-advice space
Posted on December 15th, 2016

Three things to know about hybrid advice

Robo-advice is a hot topic right now, but what´s next? We believe that hybrid advice is something...
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Three things to know about hybrid advice
Posted on November 17th, 2016

Charting a new path in the emerging wealth management landscape

Is your wealth management firm still relying on one-to-one interactions and product-led advising?...
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Charting a new path in the emerging wealth management landscape
Posted on July 7th, 2016

Top five capabilities for wealth managers

The last 24 months have seen some key developments in the digital wealth management experience. ...
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Top five capabilities for wealth managers
Posted on May 26th, 2016

New ways to serve mass affluents

The landscape of how wealth is managed is changing, and one of the instruments of change can...
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New ways to serve mass affluents
Posted on May 3rd, 2016

Meeting the needs of the modern investor

We have established that the wealth management industry is facing a new kind of client—one...
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Meeting the needs of the modern investor
Posted on January 26th, 2016

Robo-advice: make it work for you

Lately, we talked about the strengths and weaknesses of robo-advice for wealth managers. This...
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Robo-advice: make it work for you