Wealth Management In The Post-Covid World: Tech Is Reshaping How We Save And Invest Money
CB Insights
DECEMBER 15, 2020
Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Between 2017 and 2060, it’s expected that approximately $50T will change hands in what will be the largest aggregated transfer of wealth in history.
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