Although we are in the early days, it’s clear that fintech (financial technology) has taken the financial services industry by storm and is here to stay. New technology promises to revolutionize (or at the very least, streamline) the financial services industry by increasing efficiencies, lowering costs, offering better access to services, and creating a more convenient and personalized experience. However, what does this mean for the investment profession? Robert Stammers, director of investor education at the CFA Institute, discusses the effect of robo-advisors and other potentially disruptive financial technologies in the article, ‘Fintech & The Future Of The Investment Profession,’ available at the Private Wealth Canada website.
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