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The wealth management industry is facing a wave of digital disruption. Developments in finance, science and technology have led to a new generation of financial technology start-ups. Most “fin-techs” focus on automated investment services, or so-called ‘robo-advisers’.
Betterment, the pioneer of automated investing, recently surpassed $5 billion in assets under management, only 8 years after it was founded. What makes…Continue