Advice and fintech the key to unlock $10 trillion UHWI market in US - study

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A combination of innovative new fintech solutions and traditional face to face advice is the key to opening up $10 trillion of US avers capital, according to a new study published today. While many wealth firms use technology solutions—proprietary or third party—as a point of differentiation for investor and advisor acquisition, the true market opportunity for financial technology firms lies in the hands of 2,000 wealth management firms controlling roughly $10 trillion in assets under management. Cerulli's latest report, State of U.S. Wealth Management Technology 2021: Aligning Firm S...

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Gary Robinson

Commercial Director, Head of Video at International Investment.