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Fintech not just for kids anymore

Jan 21, 2019 - InvestmentNews

Financial advice firms need to embrace digital technology to reach next-gen investors and attract young advisers, but that doesn't mean fintech is just for kids.

Existing technology vendors and startups are recognizing an opportunity to innovate the way in which advisers serve older clients nearing or in retirement, a market that could be even more profitable than coveted millennials.

As Orion Advisor Services' CEO Eric Clarke recently pointed out, the baby-boom generation holds a co...