Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
WealthTech Today
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AI and Trends in Wealth Tech
This chapter explores the integration of AI in the wealth tech sector, addressing misconceptions and its impact on financial advisors. It examines the current state of venture capital investments and M&A activity, noting a preference for acquisitions over IPOs among smaller firms. The discussion also covers the evolving role of alternative investments in wealth management and the competitive landscape among major players.
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