The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
-
One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.
August 17 -
Financial literacy is low, and advisers have the opportunity and digital tools to establish themselves as trusted educators.
August 17Jefferson National -
Scoring top digital talent has become incredibly important to the largest banks as they see mobile banking as the future of their businesses.
August 17 -
The digital M&A trend has much in common with the wildly popular game app.
August 10Totum Wealth -
"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.
August 10 -
A younger adviser sees the benefits in working side-by-side with technology.
August 8 -
Their low or no upfront costs can bite down hard on an adviser’s future profits.
August 8 -
Digital wealth management firms see the way to reach millennial clients is through student debt.
August 3 -
Uncertainty still surrounding the fiduciary rule is one reason why advisors say they are not committing to specific upgrades just yet.
August 3 -
In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.
August 3