Jan 08, 2020

This spotlight report highlights some of the top fintech themes that impacted the wealth management industry in 2019.

It’s been an exciting year for the wealth management industry with new partnerships, emerging technology, and innovative products continuing to transform the market. Many of these initiatives are the result of a dynamic fintech landscape, which is broadening wealth managers’ client base and propelling digitalization across the industry. Nonetheless, wealth managers need to be strategic in their embrace of new fintech trends. This includes developing robust data strategies, identifying regulatory vulnerabilities, and differentiating between fads and truly transformational technology offerings.

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