2020 Outlook: How FinTech Transformed the Wealth Management Industry

The year 2017 was the most pivotal year for wealth management – technology startups shot themselves in the foot, empowering the next wave of transformation in one of the most asset-heavy segments. Taking their time to watch, interact, and learn, financial institutions have evolved beyond recognition in their strategies. A number of entities have demonstrated the ability to compete with bold technology startups both in terms of adoption of advanced technologies, and costs to the business and consumer. BBVA (& FutureAdvisor), Wells Fargo (& SigFig), Barclays, Fidelity, Capital One, Deutsche Bank, Morgan Stanley,

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