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      "kind": "quote",
      "text": "Democratizing wealth management is only possible if you can bring down the cost to serve through technology. Research shows that end-to-end, third-party technology platforms can alleviate pressures along the value chain, reduce costs, achieve meaningful impact, and create competitive advantage.",
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      "text": "Wealth managers are scrutinizing the plethora of products offered by asset managers more closely than ever. Asset managers operate numerous funds, frequently launching new ones focused on current hot topics to attract client capital. Wealth managers recognize that such products, though potentially lucrative in the short term, can carry significant risks. It is ultimately the investors who face the consequences. Wealth managers, acting in the best interest of their clients, are increasingly viewing such providers with skepticism, opting instead for asset managers who consistently provide long-term stability and performance.",
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      "text": "Investment products and their accessibility are so much better than 10 years ago. We can all log on to our provider's app and buy and sell stocks. We can rebalance our retirement portfolios while we're on a conference call. This is all great. But the industry has a terrible habit of ignoring people's 'finance phobia.' The industry is building great products and tools—but not helping clients understand the basics or educating them on the best way to building a portfolio. So, the industry has both an education and a brand and marketing opportunity.",
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      "text": "There should be better access to the private markets, because right now, you must be either an accredited investor or for some investments, even a qualified purchaser, with higher regulatory financial requirements. It's possible to make hedge funds more accessible by creating pooled funds with monthly rather than semi-annual withdrawal periods and minimum investments of $100,00-$200,000, instead of $5 million. But that doesn't solve for the people that have less than that.",
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      "text": "Democratizing wealth management is only possible if you can bring down the cost to serve through technology. - Hanspeter Wolf, Chief Technology Officer, FNZ",
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