Morning Memo
 
Wealth Management Morning Memo

DECEMBER 31, 2021

The Top Fintech Story of 2021: Crypto for Advisors

As cryptocurrencies came more into the mainstream for investors and advisors, wealthtech firms popped up to help them manage this unfamiliar territory.

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Industry

Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management

The constant push towards something better is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.

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Technology

More On Independent Digital Ecosystems as the Future of Wealth Management

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.

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Technology

In the Age of Big Data, Companies Must Embrace Disruption

When the wind of change blows, some build walls, while others build windmills.

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