Shared from twixb · finextra.com

Only a Handful of Winners: How Wealth Management is Fundamentally Changing

finextra.com·Mar 25, 2026

Abbe Galvez Cordon, Managing Director at TD Securities, highlighted at the Communify Intelligence Experience that the investment space is undergoing rapid changes, fundamentally impacting the wealth management industry's operations, margins, and profit outlooks, with future success likely limited to a few key players due to technological shifts.

The key insight here is the rapid transformation in wealth management due to technological shifts, which will significantly impact profit margins and operational models. For someone focused on fintech and DeFi, this underscores the importance of staying ahead of these tech-driven changes and identifying which emerging models and technologies are likely to succeed in capturing market share.

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