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.
