3 Disruptive Trends Impacting Wealth Management in 2021

Key takeaways:

  • Getting started: Know the business to choose the right tools.
  • AdvisorTech is growing, but there is room for more innovation.
  • Advisors must embrace personal financial management tools or risk being left behind.
  • The robo-advisor hype is dead, but mobile apps are still gaining customers.
  • Good advisor experience solutions can lead to increased revenue and business.
  • Other trends: Acquisitions, marketplaces, and AI are changing the landscape.

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Transforming For the New Normal
Transforming For the New Normal

Why Wealth Advisors and Family Office Firms Need to MakeThat Digital BusinessTransformation Now

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