Early on during the climate change debate, naysayers advocated against scientific study and analysis. This is similar to the digital advice revolution, with those who deny the digitalization of the advisory and wealth management industry.
It was clear to attendees at SourceMedia's InVest 2015 conference on disruption in wealth management that the age of digital advice is here to stay. However a complete transformation across the $25 trillion financial advice market is likely to take another five to 10 years. The time to capitalize on opportunity then, is now. (SourceMedia is publisher of Financial Planning, On Wall Street and Bank Investment Consultant.)
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