The confluence of Wealth Management and Technology


I have heard multiple times that technology is not for Wealth Management, this is a sector driven by advisors. I both agree and disagree. Wealth management is definitely an industry which requires a high-touch model, meaning the advisors need to maintain a regular interaction with the customers and be more physically present than digitally present. Does that mean the Wealth Management as an industry is going to have a nice profitable ongoing business model in coming years, purely led by advisors, without a strong role of technology? Based on the trends seen in the industry, you might want to disagree with that statement:


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