Alex Kerry observes the trends set to transform the platform market and wealth management industry over the next decade
Harnessing a new breed of investors As the pandemic moved the world to a more virtual setting, a new breed of investor was born. This retail army of investors is coming from a younger generation and during the pandemic, they had disposable money and more time on their hands to investigate online options and make the leap into the world of investments. The platform industry must harness and continue to engage with this new generation which will define the wealth management world over the coming decades. To do this, we must understand millennials, who will naturally demand a higher l...
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