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Kiplinger
Kiplinger
Business
Dana Miranda

Four Questions to Consider When Introducing Clients to New Fintech

A couple sits with a financial adviser going over documents on a laptop.

What needs do your clients or students face that fintech might fulfill for them?

Consumer fintech — financial products and services powered by technology (especially digital or mobile technology) — can be tricky for a financial adviser or educator to incorporate into their practice, because companies and products change, merge and disappear so quickly. But that’s not a good reason to ignore them altogether.

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