#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
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Is There a Need for a Digital Wealth Platform?
I'm not seeing firms really having much interest to put SMA or UMA type strategies in their digital wealth platforms. I think the industry is still anchoring on strategic asset allocations of ETFs. We do see a lot of, you know, interest in smart beta and using traditional mutual funds for exposures. There's no reason to go off into SMA product land; better to put a client into a diversified solution.
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