Mar 11, 20221 min
Updated: May 6, 2022
According to the Aite-Novarica Fintech Report, released in Q4 of 2021, "the transition toward financial wellness and democratization of advice continues to accelerate, fueled by fintech digitalization and innovation."
The research group's latest report reviews top fintech that's helping the wealth management industry adapt to the ever-more-digital landscape and deliver more efficient and more comprehensive financial guidance, beyond investment management. The report details how fintech like Pocketnest help wealth managers' community's to address their debt management, healthcare, retirement planning, and more.
See more in the full Aite-Novarica Wealth Management Advice Fintech Spotlight report.
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