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2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up
By April J. Rudin Posted In: Drivers of Value, Economics, Future States, Portfolio Management, Private Wealth Management this article first appeared here. The old guard wealth management industry and fintech have kept each other at arm’s length for years, claiming the other lacks the tools to meet current client needs. But in 2019, we expect they’ll put past differences aside and […]