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The number of clients personally serviced by wealth managers, portfolio managers, financial advisors and financial planners has grown significantly during the past five years and will only continue to grow during the next three years due to the impact of technology and the growing mass affluent population, according to new global research from Ortec Finance, the leading global provider of risk and return management solutions for professional investors.
The full global research findings can be read in Ortec Finance’s report, entitled ‘How technology is driving growth in the wealth management sector’, available on request.
The global study among wealth managers and financial advisors whose organizations collectively manage around $750 billion, found...
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