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Wealth Management Solutions

There is some concern that the emergence of “robo-advisors” may pose a competitive disadvantage and will ultimately change the playing field for more traditional advisors as millennials in particular; will tend to choose more technology-centric services that directly connect investors with suites of analytic tools to create financial plans over traditional advisory practices.

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In October 2010, Microsoft shared a report called, “Millennials Need Bankers, They Just Haven’t Met You Yet.” 

Published in Blog Entries

Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • As the finance industry grapples with what the next generation of banks and payment systems will look like, it’s clear that partnerships are critical for riding the wave of change successfully.

  • Any analysis of WeWork’s potential IPO should begin by examining the management and governance structure and how that may impact the company, writes Wharton’s David Erickson in this opinion piece.

  • In his best-selling book, Scott Kupor, former entrepreneur and now managing partner at VC firm Andreessen Horowitz, offers advice on how founders can understand and engage with VCs.