Fintech Insider Podcast by 11:FS cover image

958. Insights: The rise of digital wealth management – a conversation with Monument CEO Ian Rand

Fintech Insider Podcast by 11:FS

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The Future of Wealth Management

This chapter explores the evolving landscape of wealth management services, emphasizing the transition to digital solutions for the mass affluent. It addresses the emotional ties individuals have with their wealth and the role of AI in enhancing financial advisory services amid ongoing industry challenges.

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