Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.
At WealthManagement EDGE, several industry leaders spoke about how to guide investors through tumultuous markets and the value of reducing client anxiety.
A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out.
Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.
