John Wise

Co-founder, CEO at InvestCloud and 2 other companies
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  • The success of rplan’s solution is indicative of a changing institutional asset management industry. In the UK, D2C has been popular for several years, and hence more common as a channel. In the US, fund managers have been traditionally concerned about channel conflict. But the success of Vanguard with significant inflows is changing the landscape and the approach of other US fund managers.

    20 September 2019
Employment
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