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Barry Ritholtz

Fintech Is Ending Money Management as We Know It

New tools make it possible for small firms to offer services that were out of reach just a few years ago. The downside is fewer jobs.
Meet your new financial adviser.

Meet your new financial adviser.

Photographer: Krisztian Bocsi/Bloomberg

Financial Technology Partners is a San Francisco-based investment-banking firm focused, appropriately enough, on the financial-technology industry. I managed to get my hands on its new report of how fintech is altering the landscape for money management. The report looks at industry trends, interviews numerous fintech executives and sizes up all of the usual big picture Silicon Valley stuff.

For those of you who may not have thought much about how technology might affect Wall Street, the work you do each day, and how you do it -- not to mention what it means for your careers -- this report is invaluable.