Practice

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.

“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.

Sebastian Dovey, Moderator, Conference Chair, Randy Bullard, General Manager of Wealth Management, SigFig, Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network, Jon Stevenson, Head of Wealth Management & Banking, MoneyLion, Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture

Analytics for retirement readiness

"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.

The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.