Financial advice can be a sensitive topic – those giving it don’t want to mislead customers, while customers are wary about the level of trust they can place in their advisers. Nonetheless, done correctly, investing can be a very beneficial way for someone to use their funds. This November we are exploring all the aspects of wealthtech and how the industry has developed this year.
Through expert perspectives from industry leaders, we’ll journey through emerging trends, covering a range of topics shaping the meaning of ‘wealthtech’. We will find out:
- What have been some of the most impactful wealthtech tools to improve budgeting in 2024?
- How are wealthtech tools improving financial inclusion?
- How can fintech impact the traditional investment landscape?
- How are wealthtech platforms helping investors align their portfolios with ESG values?
- How have regulations changed across the globe to enable secure investing in alternative assets?
- What are some of the biggest alternative investment myths that are putting newcomers off investing?
- How is wealthtech making alternative investments like real estate more accessible to retail investors?
- How can AI be used reliably to give advice?
- Will robo-advisors ever completely replace human financial advisors? What are the pros and cons?
