Fintech roundtable at the Axios BFD event. Courtesy: Beatrice Moritz
If you have more than $500,000 in net worth and are under 45 years old, you probably don’t have an adviser, and you’re not alone. That was the takeaway from a Fintech roundtable at Axios’ BFD Summit yesterday.
Why it matters: That philosophy both threatens the old-school wealth management world and could see 60-40 allocation strategies go the way of the buggy whip.
