In the past two decades, digital innovation has transformed the speed with which the wealth management industry has changed. The new digital age has thrown open its door to financial inclusion services to all client backgrounds, allowing the evolution of the traditional concept of wealth management. As this technology continues to advance, so will this industry find ways to offer more individualized and accessible solutions for the client? But such considerations are important, maintaining personal relationships balanced with ease and convenience, coupled with security and compliance, to preserve trust and growth in an ever-changing industry.

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