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FT Partners Wealth Tech Report 2017

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The Digitisation of Wealth Management

SKU: FT Partners Wealth Tech Report 2017 Categories: ,


The traditional investment management and registered investment advisor(“RIA”) industries are under threat from numerous pressures:

The rise of robo-advisors and other online investment management alternatives
The shift from active to passive investment strategies
The search for greater returns via alternative investments
The potential impact either directly or indirectly from the new Department of Labor (“DOL”) fiduciary standard rules
An aging advisor and customer base against the back drop of tech-savvy millennials

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