Wealth managers cannot afford the luxury of avoiding Twitter, Instagram et al, when this is the language their clients increasingly speak.
The gap between the current state of the financial planning profession and what is needed in this shifting landscape creates big career opportunities.
AI has been exponentially growing the speed of the fintech industry, and the ease of banking for users.
If you're in the market for honest, no-holds-barred money advice, there's at least one question you can ask to weed out unfitting financial advisors..