 As many advisers try to move toward a more comprehensive wealth management offering where all areas of financial, tax, college and estate planning are the cornerstone of their advice (not just good investment advice), fintech companies are going to have to think a little differently in terms of what products are rolled out next. If they create them from a financial planner's perspective, who wants to simplify clients' lives and help them reach their goals, they may just have the next great fintech start-up!.”Ryan Linenger is managing member of Linenger Wealth Management. |
