{"id":22785,"date":"2020-12-09T01:51:03","date_gmt":"2020-12-09T01:51:03","guid":{"rendered":"https:\/\/genuscap.com\/?p=22785"},"modified":"2026-03-17T13:39:11","modified_gmt":"2026-03-17T20:39:11","slug":"how-technology-is-changing-wealth-management-and-what-that-means-for-you","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/how-technology-is-changing-wealth-management-and-what-that-means-for-you\/","title":{"rendered":"Comment la technologie modifie la gestion de patrimoine - et ce que cela signifie pour vous"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"22785\" class=\"elementor elementor-22785\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3c43caa elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"3c43caa\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1a29520\" data-id=\"1a29520\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6eb4f29 elementor-widget elementor-widget-text-editor\" data-id=\"6eb4f29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We rarely need to leave our homes to deal with our finances anymore. Even buying and selling investments is dramatically different than it was a few years ago because of the ways that technology is changing wealth management.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35d8b28 elementor-widget elementor-widget-text-editor\" data-id=\"35d8b28\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>And <a href=\"https:\/\/www.investmentexecutive.com\/news\/industry-news\/online-banking-preferred-by-canadians-cba-survey\/\" target=\"_blank\" rel=\"noopener\">many Canadians prefer it that way.<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0a2d00a elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"0a2d00a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c1530c7\" data-id=\"c1530c7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e847d6e elementor-widget elementor-widget-text-editor\" data-id=\"e847d6e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>But technological evolution has done more than just add robo-advisors to the mix of investment options. It\u2019s also opened the doors to a new generation of investors who were previously excluded from the services wealth management firms provide due to high minimum investment requirements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c7a9b9d elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"c7a9b9d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-60a1c69\" data-id=\"60a1c69\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-91c4aa6 elementor-widget elementor-widget-text-editor\" data-id=\"91c4aa6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If you choose the DIY approach, you can open an investment account online and get automated investment tips to guide you through the process.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b30d608 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"b30d608\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ff6d6db\" data-id=\"ff6d6db\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7896086 elementor-widget elementor-widget-image\" data-id=\"7896086\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-1024x576.jpg\" class=\"attachment-large size-large wp-image-22787\" alt=\"white background image with the writing &quot;get weekly insights and market updates online&quot;\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-2.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1ce2c50 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"1ce2c50\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-859a6b9\" data-id=\"859a6b9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-648959f elementor-widget elementor-widget-text-editor\" data-id=\"648959f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>But there are other equally convenient\u2014yet more robust and supportive\u2014options, too.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2eb6ff9 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"2eb6ff9\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5e5f462\" data-id=\"5e5f462\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-794aa41 elementor-widget elementor-widget-text-editor\" data-id=\"794aa41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Forward-thinking wealth managers today are using technology to cost-effectively service a wider range of clients. \u201cWe\u2019re meeting them where they are,\u201d says Tom Holloway, Portfolio Manager at Genus. \u201cAnd because of the way technology is changing wealth management, we\u2019re able to take down our fees and minimum investment threshold.\u201d<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1bcfae7 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"1bcfae7\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c9407f5\" data-id=\"c9407f5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aba93af elementor-widget elementor-widget-text-editor\" data-id=\"aba93af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">So what exactly does that mean for you?\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9db5c40 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"9db5c40\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ac07707\" data-id=\"ac07707\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-610122a elementor-widget elementor-widget-bridge_blockquote\" data-id=\"610122a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"bridge_blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<blockquote class=' with_quote_icon' style=''><i class='fa fa-quote-right' style=''><\/i><h5 class='blockquote-text' style=''>Gone are the days when only high net worth \nindividuals could invest with a wealth manager. \nAnd that\u2019s all thanks to technology. <\/h5><\/blockquote>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6a0ab34 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"6a0ab34\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-937bd73\" data-id=\"937bd73\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8e9e9ee elementor-widget elementor-widget-text-editor\" data-id=\"8e9e9ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It means you can get started with your investment strategy via a digital interface, choose the level of interaction you want, and benefit from algorithm-backed picks and allocations optimized to suit your investment goals. Let\u2019s break that down a little further.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-15a1121 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"15a1121\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3ad1694\" data-id=\"3ad1694\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ef04858 elementor-widget elementor-widget-image\" data-id=\"ef04858\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-1024x576.jpg\" class=\"attachment-large size-large wp-image-22788\" alt=\"White background with the saying &quot;enjoy balance of automated and personalized service.&quot; and cartoon man with puzzle\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-3.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fe1e175 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"fe1e175\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-97b3c37\" data-id=\"97b3c37\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fdfbe12 elementor-widget elementor-widget-heading\" data-id=\"fdfbe12\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Onboarding Made Easy\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f9efb92 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"f9efb92\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-36540c6\" data-id=\"36540c6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2f790fc elementor-widget elementor-widget-text-editor\" data-id=\"2f790fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Onboarding with a wealth manager traditionally involved stacks of paperwork, in-person meetings and a long wait for processing. Thankfully technology has changed wealth management onboarding processes for the better \u2014 making them far more efficient.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f403abd elementor-widget elementor-widget-text-editor\" data-id=\"f403abd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Now you can simply go online from the comfort of your home, fill out a form and click submit. \u201cWhen a client makes the buy decision, it\u2019s like e-commerce,\u201d Holloway says. \u201cYou go on the website, find out <a href=\"https:\/\/genuscap.com\/services\/for-individuals-families\/\" target=\"_blank\" rel=\"noopener\">about the service<\/a>, maybe make a phone call, and when you\u2019re ready, you hit <a href=\"https:\/\/genuscap.com\/get-started\/\">sign up,<\/a> fill out your name and address and initiate the relationship.\u201d<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-048023b elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"048023b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-14f073c\" data-id=\"14f073c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ad4d6d7 elementor-widget elementor-widget-image\" data-id=\"ad4d6d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-1024x576.jpg\" class=\"attachment-large size-large wp-image-22789\" alt=\"White background with the saying &quot;Start your investment account from wherever you are.&quot; and woman cartoon on a bicycle\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-4.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f315354 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"f315354\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-427d51e\" data-id=\"427d51e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-680785b elementor-widget elementor-widget-text-editor\" data-id=\"680785b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>And because less paperwork is required in digital onboarding, you benefit from the efficiency gains by way of lower minimums.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d78e65f elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"d78e65f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a661c03\" data-id=\"a661c03\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b68abb8 elementor-widget elementor-widget-heading\" data-id=\"b68abb8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Human Advisors Team Up with Technology\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-730504c elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"730504c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-daf7c83\" data-id=\"daf7c83\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-addc8e0 elementor-widget elementor-widget-text-editor\" data-id=\"addc8e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>While technology-based investment solutions have been growing in popularity since 2008, a 2017 study by Accenture showed that a <a href=\"https:\/\/www.accenture.com\/us-en\/insights\/capital-markets\/new-face-wealth-management\">majority of clients prefer a hybrid approach to investing<\/a> \u2014 essentially, the best of both digital and traditional processes for optimizing their investments.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-96044dc elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"96044dc\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a1ddb13\" data-id=\"a1ddb13\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-591682d elementor-widget elementor-widget-image\" data-id=\"591682d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-1024x576.jpg\" class=\"attachment-large size-large wp-image-22790\" alt=\"white background image with writing &quot;get best of both digital and traditional wealth management strategies\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-5.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b78ef1d elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"b78ef1d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cfe0e68\" data-id=\"cfe0e68\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f2035b1 elementor-widget elementor-widget-text-editor\" data-id=\"f2035b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>And that\u2019s exactly how we do it at Genus. With a mix of digital interfaces and algorithmic insights, plus traditional touchpoints and personalization, we\u2019re able to deliver the right balance of self-management and expert advice. So you can experience how technology is changing wealth management and still have access to an expert advisor.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-89868f6 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"89868f6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-eaf8432\" data-id=\"eaf8432\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0ced40d elementor-widget elementor-widget-text-editor\" data-id=\"0ced40d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In the back-end, we use technology extensively for security selection and asset allocation, both of which are determined based on algorithms we\u2019ve fine-tuned over the past 30 years. \u201cOur algorithms rank factors like value, momentum and quality of the companies we invest in,\u201d Holloway says. \u201cWe also use a data-driven process for portfolio construction. Our software knows the correlations between the assets and can make optimizations.\u201d\u00a0\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cd7c325 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"cd7c325\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-40b9370\" data-id=\"40b9370\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0633eb1 elementor-widget elementor-widget-image\" data-id=\"0633eb1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-1024x576.jpg\" class=\"attachment-large size-large wp-image-22791\" alt=\"White background with the writing &quot;Technology allows wealth managers to focus higher value tasks&quot; and man cartoon with rollerblades and holding a mobile phone\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-6.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa1c6ab elementor-widget elementor-widget-heading\" data-id=\"fa1c6ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Technology Lets Wealth Managers Focus on What They Do Best<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8d35018 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"8d35018\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a405a3a\" data-id=\"a405a3a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-da2527e elementor-widget elementor-widget-text-editor\" data-id=\"da2527e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The use of technology frees up time for wealth managers to focus on higher-value tasks like helping clients to achieve their goals \u2014 particularly when it comes to <a href=\"https:\/\/genuscap.com\/what-is-esg-how-does-it-factor-into-your-sustainable-investing-strategy\/\" target=\"_blank\" rel=\"noopener\">ESG investing.<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48d8646 elementor-widget elementor-widget-text-editor\" data-id=\"48d8646\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>And as technology keeps evolving, more and more benefits will be passed down to investors. \u201cOur relationship might be a little less personal and a little more tech-enabled, but we keep tweaking the balance,\u201d Holloway says, \u201cand the result might be different for every client. Part of my job is to get both sides calibrated to serve you just right.\u201d<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76f171c elementor-widget elementor-widget-image\" data-id=\"76f171c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-1024x576.jpg\" class=\"attachment-large size-large wp-image-22792\" alt=\"White background image saying &quot;Portfolio construction is based on fine tune algorithms.&quot; with cartoon woman holding laptot\" srcset=\"https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-1024x576.jpg 1024w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-300x169.jpg 300w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-768x432.jpg 768w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-1536x864.jpg 1536w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-700x394.jpg 700w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7-539x303.jpg 539w, https:\/\/genuscap.com\/wp-content\/uploads\/2021\/03\/How-Technology-is-Changing-Wealth-Management-\u2014-And-What-That-Means-for-You-7.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3985984 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"3985984\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-832a1e0 elementor-section-boxed elementor-section-height-default elementor-section-height-default parallax_section_no qode_elementor_container_no\" data-id=\"832a1e0\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b677ac0\" data-id=\"b677ac0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e24f24d elementor-widget elementor-widget-text-editor\" data-id=\"e24f24d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To see how technology is changing wealth management? Sign up for Genus Fossil-Free Investment account and we\u2019ll get in touch to chat about your financial goals. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bec6dd1 elementor-button-align-stretch elementor-widget elementor-widget-form\" data-id=\"bec6dd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;step_next_label&quot;:&quot;Next&quot;,&quot;step_previous_label&quot;:&quot;Previous&quot;,&quot;button_width&quot;:&quot;100&quot;,&quot;step_type&quot;:&quot;number_text&quot;,&quot;step_icon_shape&quot;:&quot;circle&quot;}\" data-widget_type=\"form.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<form class=\"elementor-form\" method=\"post\" name=\"New Form\" aria-label=\"New Form\">\n\t\t\t<input type=\"hidden\" name=\"post_id\" value=\"22785\"\/>\n\t\t\t<input type=\"hidden\" name=\"form_id\" value=\"bec6dd1\"\/>\n\t\t\t<input type=\"hidden\" name=\"referer_title\" value=\"How Technology is Changing Wealth Management\" \/>\n\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"queried_id\" value=\"22785\"\/>\n\t\t\t\n\t\t\t<div class=\"elementor-form-fields-wrapper elementor-labels-above\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-text elementor-field-group elementor-column elementor-field-group-name elementor-col-100\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-name\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tName\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"text\" name=\"form_fields[name]\" id=\"form-field-name\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"Name\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-email elementor-field-group elementor-column elementor-field-group-email elementor-col-100 elementor-field-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-email\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tEmail\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"email\" name=\"form_fields[email]\" id=\"form-field-email\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"Email\" required=\"required\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-textarea elementor-field-group elementor-column elementor-field-group-message elementor-col-100\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-message\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tMessage\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<textarea class=\"elementor-field-textual elementor-field  elementor-size-sm\" name=\"form_fields&lt;div class=&#039;q_message &#039; style=&#039;&#039;&gt;&lt;div class=&#039;q_message_inner&#039;&gt;&lt;a href=&#039;#&#039; class=&#039;close&#039;&gt;&lt;i class=&#039;fa fa-times&#039; style=&#039;&#039;&gt;&lt;\/i&gt;&lt;\/a&gt;&lt;div class=&#039;message_text_holder&#039;&gt;&lt;div class=&#039;message_text&#039;&gt;&lt;div class=&#039;message_text_inner&#039;&gt;&lt;\/div&gt;&lt;\/div&gt;&lt;\/div&gt;&lt;\/div&gt;&lt;\/div&gt;\" id=\"form-field-message\" rows=\"4\" placeholder=\"Message\"><\/textarea>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-group elementor-column elementor-field-type-submit elementor-col-100 e-form__buttons\">\n\t\t\t\t\t<button class=\"elementor-button elementor-size-sm\" type=\"submit\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Send<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/button>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/form>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>We rarely need to leave our homes to deal with our finances anymore. Even buying and selling investments is dramatically different than it was a few years ago because of the ways that technology is changing wealth management. And many Canadians prefer it that way&#8230;.<\/p>","protected":false},"author":6,"featured_media":22786,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[21,22,29],"tags":[],"class_list":["post-22785","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fossil-free","category-impact","category-innovation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Technology is Changing Wealth Management<\/title>\n<meta name=\"description\" content=\"We rarely need to leave our homes to deal with our finances. 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