With the proliferation of fintech innovation, advisors have hundreds of thousands of digital tools and services at their disposal to automate tasks, build financial plans, track performance, analyze markets, predict behaviors, and improve communication. It’s an explosion of new capabilities, with fintech investment increasing by 84%, from $12.7 billion in 2020 to $23.4 billion in 2021, according to Deloitte.
Financial Independence Group Joins SIMON to Deliver Centralized Digital Platform for Structured Investments and Insurance Products with Powerful Education and Analytical Tools Cornelius, NC – June 22, 2021 – Wealth managers can…
Editor’s Note: This article originally appeared in FIG’s Spring 2021 edition of Connections magazine. You can read the full issue by clicking here or the image at the bottom of this post. When thinking of…