- Danielle Fava, director of innovation at TD Ameritrade Institutional, shared where she sees the wealth management industry heading in 2030.
- Fava expects financial advisers to embrace using artificial intelligence, and sees growing voice-enabled search adoption from advisers and clients alike. She also sees subscription pricing becoming a viable model for RIAs to attract clients who are still building wealth.
- “A decade from now, one of the hottest trends in technology should be commonplace among advisery firms: voice-enabled search combined with machine learning,” she said.
- Read the full Wall Street 2030 report on the future of wealth management, fintech, private equity, read more >>>