I joined executives from Betterment, SigFig and United Capital at last month’s In|Vest Conference to discuss innovations in financial technology and its impact on the wealth management industry. While opinions were varied, the dialogue revealed one clear consensus: technology is driving the disruption and disintermediation of financial advice.
Financial professionals recognize that technology plays a transformative role across the entire supply chain—creating greater efficiencies on the back end, a better user experience on the front end, and ultimately greater value for advisers and their clients. To that end, here are four key takeaways on the great disruption:
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