Five tech trends advisers need to watch
By Kirsten Hastings, 9 Jan 17
Adviser platforms, wealth managers, and financial advisers need to keep five key technology trends in mind as they navigate the ever-shifting financial services landscape, according to Alex Kerry, head of Winterflood Business Services.
Education on how to use these solutions is crucial, not just for generation X consumers. It is pleasing to see many of the new innovative entrants into the market are offering tools to help educate, nurture and encourage new investors.
Increasingly, larger players in the market are starting to dedicate more resource to education for the end consumer, such as the ETF and markets insights hub created by BlackRock’s iShares. The microsite provides digestible and informative education on how to use ETFs.
Tags: Investment Strategy
