S04E03 Has the pandemic accelerated adoption of new technology in wealth management firms?
David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?
S04E03 Has the pandemic accelerated adoption of new technology in wealth management firms?
David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?