Search
  • InfoGrate Newsroom

Changes in Wealth Management and Investors' Demands: A Quick Look

John Wise, CEO/ Co-Founder/ Chairman, InvestCloud, speaks about the changes in wealth management and the external factors drivers that change, what investors are demanding, whether investment firms are keeping up with these demands, how these demands are differing between the UK and the US, and how robo advisers are changing the game.


Video runtime is just 8 minutes- perfect for a coffee break this afternoon!



6 views0 comments

Recent Posts

See All

What Should Advisers Look for in Technology Vendors?

In today's digital environment, all advisors should vet their technology providers. We've rounded up the top 3 things to look for when you're looking to hire a new company in the tech arena! 1. Make s

1-800-406-5488

©2020 BY INFOGRATE