In this video, Matt Reiner discusses a recent Charles Schwab study that shows a continued trend in wealth management.
The trend began in 2019, and according to the study will continue to change the services offered to clients and the value provided by wealth management firms. However, this trend does come with its challenges. Watch as Matt uncovers what those challenges are and provides tips on how to overcome them!
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.
