Wealth Think

Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.

“Improve or die” is probably a more useful mantra for independent financial advisors than “grow or die.”

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.