What trends will shape ‘fintech’ in 2018?

We expect advisors’ use of financial technology to grow, allowing them to more efficiently serve investors

Time to read: 3 min

2017 was the year when financial technology, or “fintech,” made industry headlines. After such a year of change, what might 2018 bring? I highlight six trends I expect to see in the coming year.

1. The rising tide of digital adoption is shaping the expectations of tech-savvy investors.

The same dynamic that is driving consumer adoption of technology is washing over the financial services industry. Essentially, we have all become “millennials” in how we use the internet and smartphones to consume information and access services. This has given rise to the “investor 2.0,” who increasingly expect their wealth management firms to evolve and provide the same user experience, personalized service and convenience of 24/7 access to their money. Given this, we expect

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