10 takeaways from IN’s Fintech Virtual Summit
The pandemic and its aftereffects have put enormous pressure on advisory firms to reevaluate the role technology plays in the client-adviser experience. For the future of financial wellness, there is an expanded need to provide expertise in more areas than just investment advice. It’s not just about portfolio management anymore, but insurance, workplace benefits, healthcare implications and social impact investing too. That was the message from industry icons at the InvestmentNews’ FinTech Virtual Summit Thursday. Click through to see the most quotable moments from the event where speakers addressed these tech trends and what to expect for the future.