Tag: Kidbrooke

As more wealth management companies move towards digital investment guidance and direct-to-investor models, Kidbrooke has asked the question if digital channels can match the teams of physical advisors in terms of quality.

Planning for the future can be tough, but what does a family do if they need to spend more than they earn? Kidbrooke has released a new report on accident insurance: would my savings suffice?.

There is a growing hype around digital assets. Blockchain, cryptocurrencies and NFTs are all growing in the public interest – will wealth managers jump on the trend?

The growth of digital use in wealth management is helping the industry go from strength to strength. However, there are still some key traps wealth managers can fall into when developing their digital offering.

When banks turn to new technologies, there are undoubtedly always going to be growing pains. Despite this, the adoption of technology is a top priority for this group.

Traditionally, wealth management has been for the wealthy. The average Joes and Janes have often been skipped out on by big wealth managers due to little revenue incentive to capture that market.

As the wealth management industry continues to become more competitive, the need to establish your company as the go-to wealth manager becomes ever more vital.

Last year proved to be big for the WealthTech sector, but what will the growth drivers be in 2022?

Simplicity is the ultimate sophistication, Leonardo da Vinci once said. However, simplicity can be a double-edged sword when digitising wealth management and the key is finding the right balance.

With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?