Changes in wealth management and the investors' demands

6 22 July 2019 30,067 Be the first to comment

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor.

John Wise, CEO/ Co-Founder/ Chairman, InvestCloud, speaks about the changes in wealth management and the external factors drivers that change, what investors are demanding, whether investment firms are keeping up with these demands, how these demands are differing between the UK and the US, and how robo advisers are changing the game.