Date of Publication: Sep 18, 2020

Author: Jeff Thomson

Summary:

There are plenty of ways the wealth management industry has had to adapt to market trends. Fintech platforms have helped financial advisors keep pace, designing more customized strategies for investors.

Link to Full Reading:

https://www.forbes.com/sites/jeffthomson/2020/09/18/wealth-management-tech-in-an-age-of-disruption-a-qa-with-tegra118s-cfo/