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Wealth Management Solutions

There is some concern that the emergence of “robo-advisors” may pose a competitive disadvantage and will ultimately change the playing field for more traditional advisors as millennials in particular; will tend to choose more technology-centric services that directly connect investors with suites of analytic tools to create financial plans over traditional advisory practices.

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In October 2010, Microsoft shared a report called, “Millennials Need Bankers, They Just Haven’t Met You Yet.” 

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • In this opinion piece, David Erickson explores how the market for special purpose acquisition companies (SPACs) exploded in 2020 and what may happen in the future.

  • U.S. President-elect Joe Biden’s promise to forgive student debt might have the unintended consequence of worsening economic inequality, according to new research co-authored by Wharton’s Sylvain Catherine.

  • While DoorDash and Airbnb successfully completed their much-anticipated IPOs this past week, there has been a lot of scrutiny on how they were priced and subsequently “popped.” Wharton’s David Erickson explains what could be done to remedy the disconnect.