VanEck
November 09, 2023
Identifying trends that create impactful investment opportunities since 1955

Modernizing Financial Advice with Ritik Malhotra old

This episode explores how technology can be used in wealth management to improve financial advisors’ relationships with their clients. Show Notes: 00:00 Introduction 02:33 Ritik’s background 04:05 Starting Savvy Wealth 10:23 How financial advisors can stand out in their practices 14:19 Savvy Wealth’s solutions 16:40 Incorporating AI in wealth management 21:20 What attracts advisors to Savvy Wealth 23:35 Direct indexing 27:48 Long-term trend 29:12 Trend or Fad

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