Meetup: The Future of Wealth Management

The financial services industry is undergoing a significant transformation in the way that advisory services are provided and delivered.

This evolution is being driven by a variety of factors from new regulations, to changing demographics, to technological advances. These changes are occurring at a time when the need for financial advice has never been greater.

Within this context, digital advisors –commonly referred to as “roboadvisors” – have garnered considerable attention. Thanks to their user-friendly and automated processes, low-cost portfolio management and solid performance, robo-advisors are posing a challenge and an opportunity to traditional financial advisory services. 80% of the top 12 asset managers are already engaged in robo-advisor activities.

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