This is a private group. To join you must be a registered site member and request group membership.
About Wealth Management
Wealth Management industry has seen multiple disruptions during last one decade. Several sub domains like Robo-advisory, Algo-trading, micro-investments, Discount Brokerages and Investor Lifecycle Management are gaining traction. The purpose of this group is to identify and understand the trends, address common challenges, share best practices and set standards.