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Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.
Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.
The custodian’s NetX360 desktop now supports biometric authentication.
“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.
The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.
The ongoing coronavirus pandemic has scrambled normal wealth management operations.
Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.