Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management.
A focus on consumer marketing and a formula for advisor efficiency were met with lofty expectations and millions in additional funding.
Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences.
The app, wich will compete with the likes of Robinhood and Webull, will allow trading in listed stocks and exchange-traded funds.
The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor.
AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.
Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying its own wealth management–focused crypto platform, BITRIA.
The full-firm rollout to RBC's 2,100 advisors is a major addition for the platform provider.
Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology.
RiverFront and Baird have bought a minority stake in GAMMA Investing, a woman-owned direct indexing platform.
