Opinion Sep 26 UBS Sells SmartWealth? Good for Them! Catherine Flax, CEO of Pefin, comments on UBS' decision to sell Smartwealth, a digital management platform to SigFig.... 7432
Interviews Nov 30 AI will replace robos to create new forms of customer value around advisory Catherine Flax, chief executive officer of Pefin (US), a financial advisory firm that has built an enterprise wide artificial intelligence (AI) platfo... 47134
