Ed, Joe, and Ryan are leading some of the most revolutionary Wealth Management platforms in the world. Although each company has its own distinct focus, there are plenty of commonalities amongst them as they attempt to democratize asset management services. All three are reimagining financial services and using modern tools to create a delightful user experience. They are laser-focused on providing the right educational tools for their clients to foster investing literacy and help its customers make the best decisions. Most importantly, they understand that the only way to compete and win against large incumbent asset management houses is to build trust and loyalty at the beginning of their client’s investing life, while recognizing their products will also have to evolve and mature with their users.

https://medium.com/wharton-fintech/future-of-wealth-management-and-investment-panel-future-of-banking-week-5cb89850c6f5