Scalability, privacy, standards, and regulatory comfort remain the highest hurdles to adoption.
Staff buy-in is as important as the technology.
Big banks, not Robo-advisors, may pose the biggest threat to traditional financial advisors.
Many firm labor under outdated assumptions regarding clients' online appetite.
Every facet of buy-side operations is set to go under the digitalization microscope.
New regulations will push digitalization to the forefront.
Asset managers find it easier to partner than to roll their own offerings.
The 100-year old firm adopted a buy-and-build strategy.