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Financial FuturesManaging portfolios better with wealth as a serviceConsumer banking, loan applications, car insurance - there are some financial services that no one was surprised to see go digital. But some others (until recently at least) seemed like they would always belong more in a mahogany-clad Wall Street office than on a phone screen. But as technology has advanced, and as consumer trends have changed, more and more services are meeting customers where they are and going digital. And the world of wealth management is no exception to this new rule. In this episode of Financial Futures, we learn ho...2023-03-2830 minFinancial FuturesFinancial Wellness: How to create a financially-savvy communitySaving used to be simple. But as our society has advanced, so have our financial needs, which has made things a lot more complicated. Phone contracts, tuition fees, direct debits for endless streaming services - the list of bills we have to manage seems to be constantly growing, and savings accounts and piggy banks are no longer enough to help us reach our financial goals. The challenge of keeping our finances in order has evolved, and now we need to embrace new tools and a new mindset if we’re to regain control over our financial wellness.2022-03-1034 min