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The rise of the digital retail investor – Bobsguide

Bobsguide The rise of the digital retail investor Across Europe, commission-free trading apps continue to gain traction. Robinhood had more than 3 million app downloads in January 2021, its highest on record, Coinbase had 1.3 million and China-owned Webull had more than 800,000. The rise of the retail investor is upon us. But what does this mean for traditional financial services? Join our panel of financial experts on Wednesday 19th May 14:00 BST as they delve into: - The macro factors driving this rise - Which institutions are responding? Panelists: Mintoo Bhandari - Founder and MD, Monument Bank Nigel Sirett - Head of Digital Banking, Vacuumlabs

April rudinNigel sirettMintoo bhandariMonument bankRudin groupChina owned webullDigital bankingஏப்ரல் ருடின்மீண்டூ பண்டாரிநினைவுச்சின்னம் வங்கிருடின் குழுடிஜிட்டல் வங்கி

Offering High Touch Bill Pay Services Can Help RIAs

Thursday, June 03, 2021 | 2:00 PM Eastern Daylight Time The more value-added services you provide clients, the harder it is for them to replace you. Identifying a safe and secure bill pay service can solve a major pain point for ultra / high-net-worth (U/HNW) clients, further deepening the advisor-client relationship. Join April Rudin and Daniel Bernstein as they discuss the opportunity for RIAs to distinguish themselves through this important “high touch” service offering for U/HNW families and individuals. While not prohibited from doing so, RIAs offering these services are often deemed to have “custody” of client funds. Daniel and April will demystify the offering, exploring ways to offer bill pay services while complying with industry rules and regulations, along with suggestions on how to go to market and offer this service differentiation.

April rudinDaniel bernsteinAprilj rudinRudin groupஏப்ரல் ருடின்டேனியல் பெர்ன்ஸ்டீன்ருடின் குழு

Refinitiv Wealth Management Report – The Race for Digital Differentiation – Highlights the Growing Needs of Self-Directed and Advisory Clients

Management , Data 02:00 pm Refinitiv today released the findings of its Wealth Management report titled ‘The Gold Standard: The Race for Digital Differentiation’. The report is the second in a two-part series and examines how investors’ trading activities, data needs and digital expectations have changed and continue to evolve. ‘The Race for Digital Differentiation’ report is based on research commissioned by Refinitiv that surveyed 1,030 self-directed and advised mass affluent investors, located in nine global financial centers: Australia, Canada, China, Hong Kong, Japan, Singapore, Switzerland, the UK and U.S. The study finds that self-directed and advisory clients’ needs are rapidly changing in this new, more digitally oriented operating model. In the future, they will need new data and digital capabilities to take advantage of promising investment opportunities and avoid potential risks, supported by more advanced tools that allow for better digital collab

Hong kongUnited kingdomAshley longabaughApril rudinCharles smithHead of digital solutionsRudin groupWealth managementGold standardDigital differentiationDigital solutionsSenior analystWealth management practiceRedefining investor data needRedefining investor data needsRefinitiv digital investor

The rise of the digital retail investor (19 May 2021)

The rise of the digital retail investor (19 May 2021)
bobsguide.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bobsguide.com Daily Mail and Mail on Sunday newspapers.

April rudinNigel sirettMintoo bhandariMonument bankRudin groupAcross europeChina owned webullDigital bankingஏப்ரல் ருடின்மீண்டூ பண்டாரிநினைவுச்சின்னம் வங்கிருடின் குழுகுறுக்கே யூரோப்டிஜிட்டல் வங்கி

Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients

Refinitiv Wealth Management Report – The Race For Digital Differentiation – Highlights The Growing Needs Of Self-Directed And Advisory Clients
mondovisione.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mondovisione.com Daily Mail and Mail on Sunday newspapers.

Hong kongUnited kingdomAshley longabaughApril rudinCharles smithHead of digital solutionsRudin groupWealth managementGold standardDigital differentiationDigital solutionsSenior analystWealth management practiceDigital differentiationRedefining investor data needRedefining investor data needs