Archive for Tag: wealth management

Apr 6, 2016

New Technologies are Accelerating Changes in the Wealth Management Industry

Fintech, In the News, Startup , , , 0 Comments

The wealth management industry is changing at a rapid pace due to the plethora of new technologies that have been introduced over the past five years or so. It is not the first time the industry has been shaken and improved by the birth of new technologies. Still, it is interesting to watch, and crucial to the state of m&a and our business as advisors.

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