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For wealthy investors and families, managing complicated and multilayered portfolios with multiple banks might be difficult, in terms of time and expertise. Jill Zucker: Simon, it’s not the first time that we’ve seen expertise disrupt the wealth-administration trade If we predict again a number of decades to the rise of digital trading, discount brokers emerged from that—and so they had been called low cost brokers on the time—and what they actually did was democratize entry to data.
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