Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.
The wealth management industry is currently undergoing a major transformation due to the rapid advancement of technology. In order to keep pace with clients' expectations and stay ahead of their competitors, businesses in the wealth management sector are prioritising data and digital innovation. In this article, we will explore the recent key technology trends in wealth management and their implications for the industry.
In 2024, the world is getting ready for a lot of important events that will change politics, business, culture, and science. These events are not just dates on a calendar; they are turning points that could change the world's story and determine the future.
In 2023, we at Altoo have been on a mission to keep our ongoing promise to deliver “simplicity for complex wealth." To do so, we successfully continued acquiring new clients, developed best-in-class features for our users of the Altoo Wealth Platform, scaled our operational processes dramatically, and invested in making our company an outstanding place to work.
Meta, the parent company of Facebook, has announced the launch of its X (formerly Twitter) competitor, Threads, in the European Union.
Prenuptial agreements have long been considered a taboo subject, often associated with a lack of trust in a relationship. However, the perception of prenups is shifting, particularly in Asia, where more couples are recognizing the benefits of openly discussing financial matters and planning for the future. In this article, we will explore the changing landscape of prenuptial agreements in China, examine the reasons behind their increasing popularity.
Communication is a human thing, and it is where our strength lies. Still, it is also a source of conflict and struggle. Even within families, lack of communication or bad communication is a source of many problems. Not inheritance is often the cause of these problems, but the moment that deeper, unresolved conflicts are exposed.
If running perfectly, the family office (FO) can be the key to protecting your wealth and leaving a legacy for future generations. In today’s rapidly evolving financial landscape, FOs must adapt to emerging trends and technologies. Moreover, FOs that look to function at their most efficient will almost always rely to some degree on outside service providers. What are the strategic decisions the FO should make in order to be successful?

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