Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.
At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.
The new offering combines client data from multiple sources, including a firm’s CRM, social media and the markets.
Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.
Who got their fintech in my philanthropy?
Riskalyze went forward with its live, hybrid conference, debuting a new home office tool and improved software functionality.