How Technology is Transforming Wealth Management

Until now the wealth management industry has been slow to embrace information technology to reduce costs and improve performance. With the emergence of fintech disruptors offering Automated “Robo” Advisory and Order Execution platforms at a fraction of the cost, is dragging the entire industry into an era of rapid transformation. How this transformation will change the competitive landscape for the established wealth firms already buried in rising cost to income ratios, the Consumer currently struggling to grow a wealth portfolio in a volatile market and a global economy unable to find its mojo after years in a near zero interest rate environment, will be explored in this presentation.

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