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Cutter Wealth Webcast

Dec 12, 2019 10:30 AM - 11:30 AM ET    Online

Fintech Landscape in Review

SUMMARY

SUMMARY

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, such as:

  • New fintech offerings support downstream push of wealth management services
  • Growing demand for advanced data tools among both advisors and clients
  • Goals-based planning has become a ubiquitous feature among fintech offerings
  • Proliferation of partnerships and M&A among tech providers
  • Fintech developments indicate growing demand for compliance and risk solutions
  • Blockchain is gaining acceptance across the wealth management industry