wealth management

WealthTech Insights #20 with Jeff Marsden: Robo-Advisors Bring Leverageable Advantage to the Advisor Marketplace

Vasyl Soloshchuk

Jeff Marsden

Jeff shares his vision of the wealth market in the US, UK, and Canada, and expresses his expectations of using big data analytics and the benefits this may bring. We discuss how financial advisors may turn robo-advising to their advantage, the promise of the blockchain, and the anticipated future of wealth management.

> More details