The wealth industry needs to think beyond IRR
Regulatory constraints have led to under-investment in wealth businesses. Now, BeyondIRR is trying to harness technology in the industry.
Regulatory constraints have led to under-investment in wealth businesses. Now, BeyondIRR is trying to harness technology in the industry.
Robo-advisory services were the hottest wealth management trend of the last decade. Most died or were acquired in fire sales. What went wrong? This is a history of robo-advisors and why they failed.