Sometimes, the best answer to a question is an honest to goodness "I don't know." And if your question is focused on how exactly the metaverse may one day reshape wealth management, expect even the best and brightest in the industry to respond with collective shrugging.
So if no one really knows, then why bother asking? Well, because countless industry analysts have the immersive experiences and connected virtual worlds that are made possible by the metaverse becoming an industry that will rake in billions or trillions over the next few years.
With so many smart folks convinced the idea that's unfairly tethered to headsets, video games and Mark Zuckerberg will blossom from an awkward, low-polygon calf into a cash cow, Financial Planning's latest wealthtech cover story searches for the big idea that may help the wealth management metaverse go from undesirable to undeniable.
Check out the full story, and a few glimpses of how big names like Fidelity, JPMorgan and TD Bank are tackling the budding tech, only at Financial Planning.
Also new this week, Financial Planning is in the home stretch of planning its annual INVEST conference!. To get advisors prepared for this year's two-day event in New York City, I caught up with INVEST 2023 advisory council member and financial advisor Samuel Deane about the power he tapped into when he decided to build his niche advisory practice from the ground up, and how wealthtech has made that pursuit possible.
Deane is one of the many wealth management veterans, innovators and leaders who will share their experience with tech-minded advisors at Financial Planning's 2023 INVEST conference, scheduled for June 12-13 at Hilton Midtown in New York City.
Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week!
Regards,
Justin

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