“The wealth management industry is being redefined as we speak. While robo-advice will drastically change how financial institutions serve mass-affluent clients, goals-based wealth management is becoming the golden standard for high-net-worth firms. Paolo Sironi's book provides a holistic and comprehensive look at these complex industry changes.”
–Alois Pirker, Research Director, Aite Group
“FinTech Innovation is a FinTech survival guide for anybody who manages, invests or saves money. Disruption in Asset Management is coming fast and this book highlights how to benefit from innovation such as Robo-Advisory and Goal Based Investing. This is a must-read book by Paolo Sironi, a global FinTech Thought Leader!”
–Susanne Chishti, CEO, FINTECH Circle; Chairman, FINTECH Circle Innovate; Co-Editor, The FINTECH Book
“This is a thoughtful and superbly executed look at how financial technology has brought welcome changes to the world of investment management. This is essential reading not only for next generation investors but all investors who want to fully understand how money -their money -will be managed going forward.”
–Mark Landis, Founding Partner, Wavelength Capital Management LLC
“Paolo Sironi succinctly captures FinTech's role in the escalating disintermediation of the Wealth Management industry, while offering a logical rationale for what may lie directly ahead. The convergence of investment advice and planning via potential real-life simulations will create a new path for Global Wealth Managers. Goal Based Investing may very well offer regulatory and revenue solutions for a rapidly changing industry.”
–Mark Cipollina, Executive Director, Head of Investment Advisory UK, Standard Chartered Bank
“This book presents a bold new vision on Fintech and Goal Based Investing! Just in time for the largest wealth transfer in history. Goal Based Investing and FinTech solutions are in the minds of every millennial and baby boomer who is millennially-minded.”
–April Rudin, CEO/Founder, The Rudin Group
“It's simple. If you want to know what the future holds for wealth management, ask Paolo Sironi. His latest book presents a personal vision of financial advice that all market participants must heed to stay relevant, and ultimately to stay in business.”
–Aki Ranin, FinTech blogger and Entrepreneur
“This book presents a masterly account of the shifts in the digitalization of financial services and wealth management seen from the perspective of a bank, advisor and investor.”
–Anthony Christodoulou, Founder, Wealthtrack –Robo-Investing Europe
“Paolo Sironi takes us beyond the hype to remind us that FinTech Innovation is about customer outcomes. This book provides insights on how quantitative finance and digital technologies can be combined to change the way the wealth management industry can help consumers achieve their goals.”
–Stephen Huppert, Partner, Deloitte Consulting
“Paolo Sironi's book courageously addresses a transformation that is just starting to happen. Before the dust settles, he captures the essence of the shift from plain vanilla auto-investing to the next generation. He offers a qualitative and quantitative framework that can address the issue holistically: Goal Based Investing with Gamification elements. A strategic solution that Sironi examines from both sides of the spectrum: the financial services provider and the end-user point of view.”
–Efi Pylarinou, Founding Partner, Daily Fintech