Will financial advice be delivered primarily through Netflix-like subscription platforms?
Trends in the Living Networks
JANUARY 10, 2020
In 2030, up to 80 percent of new wealth management clients will want to access advice in a Netflix-style model — that is, data-driven, hyper-personalized, continuous, and, potentially, by subscription. Advisors can embark on the journey now by using data and technology on a more frequent and consistent basis.
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