As with other financial services, technology and consumer demand have been driving change in the wealth management sector. At the same time, some of the fundamental tenets of building a good wealth management practice have not changed.
As with other financial services, technology and consumer demand have been driving change in the wealth management sector. At the same time, some of the fundamental tenets of building a good wealth management practice have not changed. In this interview, Jon Stein, CFA, CEO and founder of Betterment, lays out the principles for creating and nurturing a successful wealth management business.