Private banks must take goals-based tech to heart

Press review Professional Wealth Management "(...) One recent summit, held under the auspices of the EDHEC Risk Institute, a leading French academic powerhouse, showcased this battle for the soul of the wealth management industry. Academics, private bankers, thought leaders, regulators and innovators gathered to discuss the key question yet to be resolved: what should be the role of technology in client acquisition and servicing, data analysis and portfolio management?"(...) Copyright Professional Wealth Management https://www.pwmnet.com/Comment/Editor-s-Analysis/Private-banks-must-take-goals-… 2019