US and Asian Wealth Management Professionals Discuss Financial Planning and Effective Use of Robo-Advisory Services
US and Asian Wealth Management Professionals Discuss Financial Planning and Effective Use of Robo-Advisory Services March 5, 2021 @ 6:21 pm By Omar Faridi When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga Bank, says that wealth management as an industry has to grow and then it has to “mature.” Dr. Sekar, whose comments came...
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