Blog

November 16 2017

WLTH Presents Seth Stephens-Davidowitz

On Sunday October 29, WLTH were proud to present Seth Stephens-Davidowitz in his highly insightful and thought provoking keynote, ‘What Google can tell us about who we really are: a window into the human psyche’.

October 05 2017

Macquarie moves first on 'open banking'

Fintech startups and smaller financial services providers will be able to access data from Macquarie – with customer consent – in a pioneering arrangement known as “open banking” to let them build applications and services around ...

September 28 2017

Reimagining wealth management for the digital age

As consumer needs and the financial landscape evolve, major banks are being forced to reconsider their approach to wealth management services. Colonial First State, for example, has predicted that the retirement of Baby Boomers ...

September 28 2017

Are wealth managers managing wealth or just money?

Given the crisis-ridden recent past and the future challenges of the financial planning industry, it is timely to question whether financial planners are managing the total wealth of customers or just managing money. The ...

September 21 2017

The next 10 years: Disrupted in a decade

Bill Gates once famously said, “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10.”

September 02 2017

WLTH announces IWG as a WLTH Approved Firm

Navigating the investment roadmap often calls for a financial adviser – someone with the tools to sift through the clutter of a market flooded by information.