Chartering a different path to wealth management — with technology and purpose

As clients look to consolidate their assets and relationships, what
roles do community banks and credit unions play? Can technology be
leveraged in a thoughtful way to help these financial institutions
create and extend a broader set of solutions to their communities?
When smartphones become wallets, who will be there to help
consumers establish good financial habits and attain more secure
financial well-being for the long term? In this week’s One Vision,
Theo chats with digital wealth pioneer Margaret Hartigan, on her
experience as a financial advisor during the dotcom era to the
financial crisis, her journey across the country and the past
decade as a startup founder, and on the future of banking and
wealth management. If you are curious about the role that fintechs,
banks, and big techs will play in wealth management, this is a
must-listen episode for you.

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