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Daniel Lee, CFA, CFP®, is a financial planner for Plancorp, a full-service wealth management company. He also advises BrightPlan, a digital financial wellness solution, and is an award-winning instructor at UC Berkeley Extension.

Fintech Money

The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Millennials streamline their personal investments.I first noticed the fintech trend about a decade ago. […]

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