The Impact of Technology on Personal Finance with Dani Fava

Dani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

Doug and Dani sat down at the Envestnet Advisor Summit and talked about the changing landscape of personal finance and the impact of technological growth. They also discuss

  • The challenges being faced by the changes in personal finance
  • How different generations spend differently
  • What personalization means to Dani
  • Why embedded finance deserves a focus
  • What role embedded finance plays in an intelligent financial life

Resources: Envestnet 

Related: Tools to Deliver Personalized Portfolios