Wealth Management in the Tech Age: Google and Amazon are Looming

An article in Financial Planning discusses the possibility of tech giants entering the wealth management arena, adding that “numerous studies show consumers are keener to trust Google or Amazon than UBS  or Merrill Lynch.” Of the tech giants, the article reports, Google is the “closest to customers. Every wealthtech mobile app is run on an operating system owned by Google,” and Google Assistant offers users the ability to check financial markets, manage investments, payments, charity… Read More