Fintech: Revolutionizing wealth management
from CFA Institute Enterprising Investor
Fintech is changing the dynamics of the advisory relationship. It is helping advisers focus less on investment management — much of which it can automate — and more on building client relationships. It is transforming traditional wealth management at a breathtaking speed and revolutionizing the entire wealth management industry.
7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063