The good, the bad and the opportunities from the In|Vest 2018 conference.
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The speakers from the InVest 2018 conference share their top picks on who they’re looking forward to hearing from and why.
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According to consumer research by ParameterInsights, financial jargon is preventing consumers from realizing the opportunities of low-cost digital wealth services.
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The advent of digital has forever changed the category of wealth management. Products are now more accessible, more transparent, and more readily adaptable to consumers’ shifting needs and preferences. Unfortunately, this message hasn’t yet gotten through to consumers.
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This first instalment of our 2018 North American FinTech Wealth Research and Advisory series dives into our extensively updated consumer survey and social data products for 2018. While opportunity still abounds, suppliers, incumbents and upstarts alike, have yet to meaningfully penetrate consumer attention and drive action.
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More than 50% of the US and Canadian investor market are behaviorally attractive targets for digitally-led wealth management service offers.
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