The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
-
More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
June 9
-
The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8
-
Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
June 5
-
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2
-
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31
-
Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
-
The postponement comes as new accounts surge at competing digital advisors.
May 29
-
The venture fund comes just months after UBS named ING's Ralph Hamers, an outspoken champion of digital banking as its next CEO.
May 26
-
Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.
May 26
-
Once derided as fringe and unsustainable, advisors are finally accepting the business model.
May 21
