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Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale
Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.