Darren Winfield

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Articles

DIY or D2C: Is it all the same or do advisers know better?

May 31, 2024 | professionaladviser.com | Darren Winfield

The insights and expertise offered by IFAs are well beyond today's algorithm-led digital wealth managers and robo-advisers. However, some firms are beginning to embrace robo-advisers to nurture younger customers and build up a potential client bank who will require full advice in the future. The direct-to-consumer (D2C) platform market has advanced leaps and bounds over the last few years as regulation, new technology, and artificial intelligence (AI) improve.
Tokenization of Assets

Dec 19, 2023 | finextra.com | James Barker |Kuldeep Shrimali |Jeremy Takle |Darren Winfield

News in your inbox For Finextra's free daily newsletter, breaking news and flashes and weekly job board. Channels Group External | what does this mean? This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Asset tokenization refers to representing digital tokens on a blockchain, which confirms the rights of ownership of real-world assets.
The State of Project Management and What the Future Holds with Artificial Intelligence

Nov 9, 2023 | finextra.com | Julia Khandoshko |Ekmel Cilingir |Darren Winfield |Lydia Coyle

Project management is ready for a (r)evolution as advanced technologies that integrate artificial intelligence (AI) are increasingly applied in the field. Understanding the potential of this AI-powered paradigm shift is paramount if financial institutions are to protect and enhance their competitive advantage and to unlock new value. It has been estimated that $48 trillion is spent on new projects worldwide each year – but only some 35% of those projects will have a successful outcome.
The Four Stages Of AI Maturity: From Base Research To Successful Integration in Investments

Nov 8, 2023 | finextra.com | Darren Winfield |Andrea Varga |Kuldeep Shrimali |José Pierre

Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency.
Peer-to-peer market grows as advisers seek further diversification

Sep 22, 2023 | professionaladviser.com | Darren Winfield

Peer-to-peer funds and investments are seeing a significant increase, despite high interest rates still providing attractive returns in traditional savings accounts or fixed-income investments. This implies that investors and advisers are seeing other benefits to peer-to-peer and choosing not to solely rely on the central market infrastructure.
Platform service review 2023

Mar 3, 2023 | defaqto.com | Darren Winfield

The results of our annual platform service survey are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. The results were then plotted, identifying gaps in satisfaction experience. Advisers have again ranked Existing business administration and New business administration as the two most important categories to them in the adviser nominated ranked order of importance.