Summary: These acquisitions should make leaders of a wealth management firm pause and reflect on what is occurring in the wealth management technology space. Doing so will ensure that your firm's technology vision is focused in the right direction. What I see are three major trends that the wealth management technology industry is rapidly moving toward.
 Wealth management firms have realized they need to return to the basics in order to grow and survive. The firms must focus all of their energy on marketing, asset gathering, financial planning, and management of their clients' lives and households."Nathan Berk,chief executive officer, Interactive Advisory Software. |
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