In the World Economic Forum’s newest fintech report prepared in collaboration with Deloitte, three different scenarios are presented that describe how emerging technologies will transform the wealth management industry. Across the scenarios, human advisors continue to play an important role in the wealth management process, although their value and focus is expected to shift substantially. The 197-page report also discusses a wide range of industry scenarios that forecast the impact of fintech across a spectrum of conventional financial services, including payments, insurance and lending.
Fidelity’s Tech Upgrade Includes Data Aggregation and Insights
Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.
The Rise of Wealthtech: Infographic
Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today's wealth managers.