Dave asks Jame whether Yunfeng Financial Group's new app for selling actively managed mutual funds is a distribution game-changer.
Yunfeng Financial Group has launched an app featuring hundreds of actively managed mutual funds.
Acorns in Australia, a micro-investment app provider, can challenge banks thanks to an incredibly low cost of customer acquisition.
For Credit Suisse, this gives its RMs the chance to advise rich clients on their total net worth, not just what they bank with C.S.
AIMS, a financial services group in Australia with a focus on Asian clients, will add low-cost investment products via robo-advisory.
Vancouver-based Responsive seeks Asian financial institutions interested in adapting its A.I. to the back end of wealth management.