FinTech Disrupting Wealth Management

Mass Market Approach to Financial Planning

This new breed of firms offer a mass market approach to financial planning and wealth management. Shifting patterns of disruption are pushing these startups deeper into traditional wealth management territory.

These firms are characterise by the following:

  • Online solutions rather than a personal touch
  • Use software to make their investment decisions
  • Fees lower than many traditional firms
  • Lower minimum investments
  • Improved simplicity
  • Make wealth management fun

Wealth FinTech Trends

The Rise of Robo-Advisors

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