The new era of “digital wealth” offers faster, more efficient and cheaper investing services for people everywhere. This is good news for consumers, many of whom today can’t access affordable, convenient financial help. It’s also a huge opportunity for advisors and companies who embrace the transformation. By far the strongest shared trait among digital leaders is what we call a “technology mindset.” Companies like Robust Wealth, Trizic, Investcloud and Quovo are investing heavily in this area.
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