A high-tech/smart-touch approach positions advisors to educate investors, provide highly personalized advice and reduce frictions through regular, seamless client communications.
While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.
These themes will be at the forefront of the market narrative in the coming year.
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Jan 06, 2022
Moats are static and history is filled with stories of well-fortified castles that fell to conquerors who simply redesigned their tactics and enhanced their weaponry.
The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.
After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.
When the wind of change blows, some build walls, while others build windmills.
As cryptocurrencies came more into the mainstream for investors and advisors, wealthtech firms popped up to help them manage this unfamiliar territory.
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.
