Have we seen any examples of tangible success in digital wealth management in the US?

Malik S. Sarwar of K2 Leaders

Feb 18, 2019

Malik Sarwar, CEOat K2 Leaders discussed whether we have seen any examples of tangible success in digital wealth management in the US.

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1. Have we seen any examples of tangible success in digital wealth management in the US?

Video transcript

1. Have we seen any examples of tangible success in digital wealth management in the US?

In the US, Wall Street firms have taken a lead, not the banks, in getting clients intelligent portfolios discretionary ETF rebalancing in a very user-friendly manner at low cost. However, it's the Amazons of the world and the Alibabas, the Big Tech, not the fintech, that are actually getting into that space and that's the space to watch for all banks, because they will be their future competitors.

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