FinTech Innovation : From Robo-Advisors to Goal Based Investing and Gamification
This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come. * Examine the depth and breadth of financial technology * Learn how regulations are driving changing business models * Discover why investors may become the price-makers * Understand the forces at work behind the rise of FinTech Information asymmetry has dominated the banking industry for centuries, keeping the bank/investor liability neatly aligned but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up.
- Hardback | 180 pages
- 152 x 234 x 19mm | 440g
- 12 Oct 2016
- John Wiley & Sons Inc
- New York, United States
- 1. Auflage
Other books in this series
03 Jan 2017
04 Feb 2019
08 Jul 2008
25 Mar 2005
29 Nov 2011
20 Sep 2004
08 May 2012
02 Jun 2015
10 Nov 2014
"The wealth management industry is being redefined as we speak. While robo-advice will drastically change how financial institutions serve mass-affluent clients, goals-based wealth management is becoming the golden standard for high-net-worth firms. Paolo Sironi's book provides a holistic and comprehensive look at these complex industry changes."
--Alois Pirker, Research Director, Aite Group
"FinTech Innovation is a FinTech survival guide for anybody who manages, invests or saves money. Disruption in Asset Management is coming fast and this book highlights how to benefit from innovation such as Robo-Advisory and Goal Based Investing. This is a must-read book by Paolo Sironi, a global FinTech Thought Leader!"
--Susanne Chishti, CEO, FINTECH Circle; Chairman, FINTECH Circle Innovate; Co-Editor, The FINTECH Book
"This is a thoughtful and superbly executed look at how financial technology has brought welcome changes to the world of investment management. This is essential reading not only for next generation investors but all investors who want to fully understand how money - their money - will be managed going forward."
--Mark Landis, Founding Partner, Wavelength Capital Management LLC
"Paolo Sironi succinctly captures FinTech's role in the escalating disintermediation of the Wealth Management industry, while offering a logical rationale for what may lie directly ahead. The convergence of investment advice and planning via potential real-life simulations will create a new path for Global Wealth Managers. Goal Based Investing may very well offer regulatory and revenue solutions for a rapidly changing industry."
--Mark Cipollina, Executive Director, Head of Investment Advisory UK, Standard Chartered Bank
"This book presents a bold new vision on Fintech and Goal Based Investing! Just in time for the largest wealth transfer in history. Goal Based Investing and FinTech solutions are in the minds of every millennial and baby boomer who is millennially-minded."
--April Rudin, CEO/Founder, The Rudin Group
"It's simple. If you want to know what the future holds for wealth management, ask Paolo Sironi. His latest book presents a personal vision of financial advice that all market participants must heed to stay relevant, and ultimately to stay in business."
--Aki Ranin, FinTech blogger and Entrepreneur
Back cover copy
Through a behind-the-scenes look at Robo- Advisors and their part in the turnkey, low-cost personalization of Goal Based Investing, this cutting-edge guide opens a tangible path for using technology to gain a competitive advantage, establish your value as a human advisor and "rewire" investors' minds to positively engage with investing.
If you want to implement efficient, personalized investing, you want FinTech Innovation at your side.
This authoritative guide from a global expert on quantitative financial analysis and digital technology pulls back the curtain to reveal: What Robo-Advisors are today and how they will evolve How human financial advisors can optimize their businesses in response to regulations, customer demand and technology What gamification has to do with investing, and why it can produce better investors Where you need to rethink what you know about investing and let technology do the work.
Table of contents
About Paolo Sironi