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
More from VanEck
The most important insight of the day
Get the Harvest Daily Digest newsletter.