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 further digitalization across the industry. Nevertheless, trends set by agile fintech firms could pose competitive and operational challenges for traditional wealth managers. Join Cutter Wealth as we discuss some of the top fintech themes impacting the wealth management industry.
