The wealth management industry's evolution is dizzying.
| | | | The wealth management industry's evolution is dizzying.
Technology is changing the lives of advisers and clients while a new generation of investors grows accustomed to some firms' dirt-cheap financial advice, trading, and investing options. At the same time, much of the business remains deeply institutionalized. Armies of advisers at legacy wirehouses — massive, full-service broker-dealers — oversee trillions in wealth, and large shops can be slow to change.
For Business Insider's inaugural list of wealth management innovators, we've pinpointed seven people shaking up recruitment, digital advice, and investing today.
See here for the full list.
|
|
| | |
|
| |
