Younger, Fiduciary-minded, Tech Driven Wealth Managers Staying Ahead of the Curve…

No Jacket Required: Inside the World of New School Wealth Management

Source: Bloomberg



“On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father’s stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing.”


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